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 | $110,676 | $185,312-40.3% | $161,489-31.5% | $154,746-28.5% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 17.50% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $13,682 | $4,769+186.9% | $4,268+220.6% | $4,379+212.4% |
| Participant deferral / active EE | $7,416 | $6,350+16.8% | $5,630+31.7% | $6,730+10.2% |
| Admin fee / account holder | $32,784 | $18,654+75.7% | $16,006+104.8% | $14,365+128.2% |