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 | $106,128 | $118,496-10.4% | $98,461+7.8% | $139,466-23.9% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 14.36% | 18.96%-4.6pp | 21.17%-6.8pp | 373.66%-359.3pp |
| Employer contribution / active EE | $6,635 | $3,611+83.8% | $3,049+117.6% | $4,754+39.6% |
| Participant deferral / active EE | $6,604 | $5,393+22.5% | $4,738+39.4% | $6,712-1.6% |
| Admin fee / account holder | $904 | $14,056-93.6% | $8,961-89.9% | $11,409-92.1% |