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 | $110,617 | $175,231-36.9% | $149,696-26.1% | $139,466-20.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 15.98% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $9,066 | $5,478+65.5% | $4,821+88.1% | $4,754+90.7% |
| Participant deferral / active EE | $7,538 | $6,521+15.6% | $5,682+32.7% | $6,712+12.3% |
| Admin fee / account holder | $2,674 | $16,155-83.5% | $13,212-79.8% | $11,409-76.6% |