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 | $100,704 | $111,535-9.7% | $105,223-4.3% | $137,256-26.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 13.57% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,611 | $3,939-33.7% | $3,689-29.2% | $4,156-37.2% |
| Participant deferral / active EE | $1,850 | $5,500-66.4% | $5,072-63.5% | $6,407-71.1% |
| Admin fee / account holder | $947 | $9,721-90.3% | $8,859-89.3% | $12,270-92.3% |