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 | $82,955 | $198,461-58.2% | $170,436-51.3% | $147,585-43.8% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 15.63% | 257.30%-241.7pp | 205.94%-190.3pp | 578.57%-562.9pp |
| Employer contribution / active EE | $2,149 | $6,184-65.2% | $5,433-60.4% | $4,876-55.9% |
| Participant deferral / active EE | $5,446 | $5,629-3.3% | $4,939+10.3% | $5,439+0.1% |
| Admin fee / account holder | $18,399 | $16,852+9.2% | $13,880+32.6% | $10,885+69.0% |