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 | $105,879 | $157,276-32.7% | $141,177-25.0% | $152,885-30.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 18.86% | 64.33%-45.5pp | 71.40%-52.5pp | 345.39%-326.5pp |
| Employer contribution / active EE | $1,189 | $5,262-77.4% | $4,736-74.9% | $4,763-75.0% |
| Participant deferral / active EE | $7,921 | $7,110+11.4% | $6,710+18.1% | $5,851+35.4% |
| Admin fee / account holder | $17,392 | $12,123+43.5% | $10,263+69.5% | $11,598+50.0% |