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 | $102,354 | $112,933-9.4% | $90,970+12.5% | $158,982-35.6% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 11.47% | 215.82%-204.3pp | 134.60%-123.1pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,571 | $2,893-45.7% | $2,122-26.0% | $4,763-67.0% |
| Participant deferral / active EE | $3,739 | $4,128-9.4% | $3,373+10.9% | $5,983-37.5% |
| Admin fee / account holder | $1,778 | $8,047-77.9% | $5,961-70.2% | $11,252-84.2% |