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 | $110,572 | $157,296-29.7% | $141,191-21.7% | $152,897-27.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 21.16% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $3,118 | $5,262-40.8% | $4,736-34.2% | $4,764-34.5% |
| Participant deferral / active EE | $10,974 | $7,111+54.3% | $6,710+63.5% | $5,851+87.6% |
| Admin fee / account holder | $391 | $12,125-96.8% | $10,264-96.2% | $11,599-96.6% |