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 | $91,419 | $112,131-18.5% | $95,964-4.7% | $158,982-42.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 26.50% | 171.19%-144.7pp | 91.64%-65.1pp | 302.99%-276.5pp |
| Employer contribution / active EE | $3,274 | $3,199+2.3% | $2,541+28.8% | $4,763-31.3% |
| Participant deferral / active EE | $4,518 | $4,784-5.6% | $4,167+8.4% | $5,983-24.5% |
| Admin fee / account holder | $1,406 | $10,136-86.1% | $6,797-79.3% | $11,252-87.5% |