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 | $111,584 | $183,592-39.2% | $155,574-28.3% | $145,877-23.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.44% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,709 | $5,317-30.2% | $4,676-20.7% | $4,663-20.5% |
| Participant deferral / active EE | $8,145 | $6,466+26.0% | $5,629+44.7% | $6,691+21.7% |
| Admin fee / account holder | $7,288 | $19,316-62.3% | $15,914-54.2% | $13,402-45.6% |