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 | $100,926 | $209,422-51.8% | $178,503-43.5% | $158,982-36.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 12.07% | 188.81%-176.7pp | 151.12%-139.1pp | 302.99%-290.9pp |
| Employer contribution / active EE | $2,249 | $5,707-60.6% | $5,011-55.1% | $4,763-52.8% |
| Participant deferral / active EE | $3,396 | $5,955-43.0% | $5,202-34.7% | $5,983-43.2% |
| Admin fee / account holder | $11,832 | $17,079-30.7% | $13,987-15.4% | $11,252+5.2% |