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 | $91,374 | $132,099-30.8% | $115,599-21.0% | $138,895-34.2% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.3%+20.7pp | 79.9%+15.1pp |
| Annual return | 9.91% | 176.76%-166.8pp | 111.10%-101.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $6,625 | $3,416+93.9% | $2,955+124.2% | $4,194+57.9% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,311 | $15,650-53.3% | $12,841-43.1% | $12,562-41.8% |