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 | $110,068 | $108,882+1.1% | $96,754+13.8% | $154,746-28.9% |
| Participation rate | 73.7% | 75.1%-1.4pp | 70.3%+3.4pp | 80.7%-7.0pp |
| Annual return | 14.18% | 98.39%-84.2pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,928 | $3,018-36.1% | $2,679-28.0% | $4,379-56.0% |
| Participant deferral / active EE | $7,126 | $5,323+33.9% | $4,758+49.8% | $6,730+5.9% |
| Admin fee / account holder | $1,131 | $10,200-88.9% | $8,905-87.3% | $14,365-92.1% |