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 | $93,734 | $134,817-30.5% | $123,973-24.4% | $155,188-39.6% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.7%+18.6pp | 80.8%+14.4pp |
| Annual return | 17.63% | 515.49%-497.9pp | 388.13%-370.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $6,860 | $4,425+55.0% | $4,126+66.3% | $4,248+61.5% |
| Participant deferral / active EE | $6,046 | $5,706+6.0% | $5,247+15.2% | $6,531-7.4% |
| Admin fee / account holder | $10,286 | $13,245-22.3% | $11,799-12.8% | $14,480-29.0% |