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 | $77,583 | $114,119-32.0% | $107,187-27.6% | $138,895-44.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 12.49% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $4,424 | $4,059+9.0% | $3,782+17.0% | $4,194+5.5% |
| Participant deferral / active EE | $10,187 | $5,538+84.0% | $5,096+99.9% | $6,396+59.3% |
| Admin fee / account holder | $30,955 | $10,024+208.8% | $9,162+237.9% | $12,562+146.4% |