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 | $81,480 | $165,399-50.7% | $149,745-45.6% | $158,982-48.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 11.34% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $8,547 | $5,105+67.4% | $4,646+84.0% | $4,763+79.5% |
| Participant deferral / active EE | $10,319 | $7,183+43.7% | $6,843+50.8% | $5,983+72.5% |
| Admin fee / account holder | $12,813 | $10,811+18.5% | $9,312+37.6% | $11,252+13.9% |