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 | $97,793 | $183,539-46.7% | $155,556-37.1% | $145,897-33.0% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 10.00% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $10,696 | $5,315+101.2% | $4,675+128.8% | $4,663+129.4% |
| Participant deferral / active EE | $6,362 | $6,467-1.6% | $5,631+13.0% | $6,689-4.9% |
| Admin fee / account holder | $10,802 | $19,275-44.0% | $15,885-32.0% | $13,390-19.3% |