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 | $100,739 | $148,623-32.2% | $135,974-25.9% | $139,466-27.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 21.15% | 79.30%-58.1pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $6,536 | $5,246+24.6% | $4,859+34.5% | $4,754+37.5% |
| Participant deferral / active EE | $6,393 | $8,103-21.1% | $7,760-17.6% | $6,712-4.7% |
| Admin fee / account holder | $20,124 | $12,406+62.2% | $10,767+86.9% | $11,409+76.4% |