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 | $94,617 | $183,592-48.5% | $155,574-39.2% | $145,877-35.1% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 11.79% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $9,140 | $5,317+71.9% | $4,676+95.5% | $4,663+96.0% |
| Participant deferral / active EE | $6,000 | $6,466-7.2% | $5,629+6.6% | $6,691-10.3% |
| Admin fee / account holder | $2,639 | $19,316-86.3% | $15,914-83.4% | $13,402-80.3% |