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 | $104,492 | $148,623-29.7% | $135,974-23.2% | $139,466-25.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 13.29% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $10,425 | $5,246+98.7% | $4,859+114.6% | $4,754+119.3% |
| Participant deferral / active EE | $9,947 | $8,103+22.8% | $7,760+28.2% | $6,712+48.2% |
| Admin fee / account holder | $32,443 | $12,406+161.5% | $10,767+201.3% | $11,409+184.4% |