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 | $81,906 | $106,749-23.3% | $145,433-43.7% | $82,448-0.7% |
| Participation rate | 95.3% | 75.6%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 112.99% | 27.59%+85.4pp | 66.58%+46.4pp | 41.64%+71.4pp |
| Employer contribution / active EE | $3,101 | $3,444-10.0% | $4,554-31.9% | $2,551+21.6% |
| Participant deferral / active EE | $11,042 | $6,519+69.4% | $7,897+39.8% | $4,139+166.8% |
| Admin fee / account holder | $10,723 | $8,390+27.8% | $13,129-18.3% | $7,234+48.2% |