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 | $98,192 | $160,070-38.7% | $147,117-33.3% | $145,897-32.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 14.11% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,405 | $5,285-35.6% | $4,932-31.0% | $4,663-27.0% |
| Participant deferral / active EE | $9,421 | $8,419+11.9% | $8,065+16.8% | $6,689+40.8% |
| Admin fee / account holder | $7,348 | $15,035-51.1% | $12,993-43.4% | $13,390-45.1% |