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 | $111,412 | $198,457-43.9% | $170,435-34.6% | $147,586-24.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 10.48% | 257.30%-246.8pp | 205.94%-195.5pp | 578.59%-568.1pp |
| Employer contribution / active EE | $7,311 | $6,183+18.2% | $5,432+34.6% | $4,876+49.9% |
| Participant deferral / active EE | $6,168 | $5,629+9.6% | $4,939+24.9% | $5,439+13.4% |
| Admin fee / account holder | $64,132 | $16,852+280.6% | $13,881+362.0% | $10,886+489.1% |