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 | $106,229 | $160,070-33.6% | $147,117-27.8% | $145,897-27.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.39% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $7,841 | $5,285+48.4% | $4,932+59.0% | $4,663+68.2% |
| Participant deferral / active EE | $7,097 | $8,419-15.7% | $8,065-12.0% | $6,689+6.1% |
| Admin fee / account holder | $1,581 | $15,035-89.5% | $12,993-87.8% | $13,390-88.2% |