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 | $119,280 | $183,539-35.0% | $155,556-23.3% | $145,897-18.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.09% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $9,069 | $5,315+70.6% | $4,675+94.0% | $4,663+94.5% |
| Participant deferral / active EE | $3,605 | $6,467-44.3% | $5,631-36.0% | $6,689-46.1% |
| Admin fee / account holder | $11,672 | $19,275-39.4% | $15,885-26.5% | $13,390-12.8% |