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 | $104,327 | $154,228-32.4% | $145,433-28.3% | $137,256-24.0% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 13.08% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $15,038 | $4,804+213.0% | $4,554+230.2% | $4,156+261.8% |
| Participant deferral / active EE | $18,013 | $8,216+119.2% | $7,897+128.1% | $6,407+181.2% |
| Admin fee / account holder | $57,429 | $14,344+300.4% | $13,129+337.4% | $12,270+368.0% |