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 | $109,671 | $198,457-44.7% | $170,435-35.7% | $147,586-25.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 10.68% | 257.30%-246.6pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,667 | $6,183-40.7% | $5,432-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $7,373 | $5,629+31.0% | $4,939+49.3% | $5,439+35.6% |
| Admin fee / account holder | $5,494 | $16,852-67.4% | $13,881-60.4% | $10,886-49.5% |