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 | $98,705 | $183,539-46.2% | $155,556-36.5% | $145,897-32.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.95% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,548 | $5,315-33.2% | $4,675-24.1% | $4,663-23.9% |
| Participant deferral / active EE | $3,978 | $6,467-38.5% | $5,631-29.4% | $6,689-40.5% |
| Admin fee / account holder | $363 | $19,275-98.1% | $15,885-97.7% | $13,390-97.3% |