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 | $80,680 | $144,130-44.0% | $117,860-31.5% | $147,585-45.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 21.11% | 531.20%-510.1pp | 335.10%-314.0pp | 578.58%-557.5pp |
| Employer contribution / active EE | $6,067 | $4,897+23.9% | $3,786+60.2% | $4,876+24.4% |
| Participant deferral / active EE | $3,520 | $5,316-33.8% | $4,482-21.5% | $5,439-35.3% |
| Admin fee / account holder | $932 | $10,887-91.4% | $8,021-88.4% | $10,886-91.4% |