Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,232 | $168,626-41.7% | $133,698-26.5% | $145,897-32.7% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.4%+18.6pp | 80.3%+14.7pp |
| Annual return | 11.70% | 1168.99%-1157.3pp | 580.90%-569.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,385 | $5,290+1.8% | $4,218+27.7% | $4,663+15.5% |
| Participant deferral / active EE | $7,071 | $8,688-18.6% | $7,016+0.8% | $6,689+5.7% |
| Admin fee / account holder | $2,446 | $9,638-74.6% | $6,703-63.5% | $13,390-81.7% |