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 | $114,629 | $198,461-42.2% | $170,436-32.7% | $147,585-22.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 9.37% | 257.30%-247.9pp | 205.94%-196.6pp | 578.57%-569.2pp |
| Employer contribution / active EE | $10,283 | $6,184+66.3% | $5,433+89.3% | $4,876+110.9% |
| Participant deferral / active EE | $7,850 | $5,629+39.4% | $4,939+58.9% | $5,439+44.3% |
| Admin fee / account holder | $560 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |