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 | $104,636 | $159,934-34.6% | $147,005-28.8% | $145,959-28.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 11.29% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $4,863 | $5,287-8.0% | $4,934-1.4% | $4,661+4.3% |
| Participant deferral / active EE | $8,686 | $8,427+3.1% | $8,070+7.6% | $6,689+29.9% |
| Admin fee / account holder | $78,438 | $15,053+421.1% | $13,006+503.1% | $13,398+485.5% |