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 | $98,769 | $88,815+11.2% | $81,882+20.6% | $145,897-32.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 9.77% | 1033.75%-1024.0pp | 779.47%-769.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,949 | $3,086-36.9% | $2,916-33.2% | $4,663-58.2% |
| Participant deferral / active EE | $5,408 | $4,647+16.4% | $4,323+25.1% | $6,689-19.1% |
| Admin fee / account holder | $8,517 | $8,434+1.0% | $7,360+15.7% | $13,390-36.4% |