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 | $113,921 | $166,131-31.4% | $164,975-30.9% | $145,877-21.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.52% | 100.37%-81.9pp | 70.12%-51.6pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,331 | $5,276-55.8% | $4,343-46.3% | $4,663-50.0% |
| Participant deferral / active EE | $12,671 | $6,962+82.0% | $6,033+110.0% | $6,691+89.4% |
| Admin fee / account holder | $20,001 | $16,648+20.1% | $12,688+57.6% | $13,402+49.2% |