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 | $102,351 | $111,535-8.2% | $105,223-2.7% | $137,256-25.4% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 19.80% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,634 | $3,939-7.8% | $3,689-1.5% | $4,156-12.6% |
| Participant deferral / active EE | $7,267 | $5,500+32.1% | $5,072+43.3% | $6,407+13.4% |
| Admin fee / account holder | $4,090 | $9,721-57.9% | $8,859-53.8% | $12,270-66.7% |