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 | $92,020 | $209,425-56.1% | $178,499-48.4% | $158,966-42.1% |
| Participation rate | 79.2% | 86.4%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 21.11% | 188.80%-167.7pp | 151.10%-130.0pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,625 | $5,707-54.0% | $5,011-47.6% | $4,762-44.9% |
| Participant deferral / active EE | $4,967 | $5,955-16.6% | $5,202-4.5% | $5,983-17.0% |
| Admin fee / account holder | $1,049 | $17,078-93.9% | $13,986-92.5% | $11,250-90.7% |