Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,214 | $176,105-42.0% | $159,474-35.9% | $167,536-39.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.92% | 331.91%-315.0pp | 263.68%-246.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $11,613 | $5,299+119.2% | $4,831+140.4% | $4,839+140.0% |
| Participant deferral / active EE | $7,638 | $7,751-1.5% | $7,353+3.9% | $6,342+20.4% |
| Admin fee / account holder | $1,613 | $12,559-87.2% | $10,802-85.1% | $12,315-86.9% |