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 | $110,844 | $184,000-39.8% | $162,185-31.7% | $152,909-27.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.57% | 150.80%-124.2pp | 115.61%-89.0pp | 345.46%-318.9pp |
| Employer contribution / active EE | $3,492 | $6,370-45.2% | $5,613-37.8% | $4,764-26.7% |
| Participant deferral / active EE | $6,049 | $8,033-24.7% | $7,297-17.1% | $5,851+3.4% |
| Admin fee / account holder | $4,085 | $13,124-68.9% | $10,844-62.3% | $11,601-64.8% |