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 | $113,083 | $211,224-46.5% | $178,505-36.6% | $145,897-22.5% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.94% | 30.28%-15.3pp | 27.16%-12.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,199 | $4,577-8.3% | $3,955+6.2% | $4,663-9.9% |
| Participant deferral / active EE | $5,249 | $6,966-24.6% | $6,280-16.4% | $6,689-21.5% |
| Admin fee / account holder | $7,456 | $12,109-38.4% | $10,428-28.5% | $13,390-44.3% |