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 | $111,723 | $217,427-48.6% | $185,837-39.9% | $167,518-33.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 16.74% | 148.39%-131.7pp | 122.08%-105.3pp | 478.71%-462.0pp |
| Employer contribution / active EE | $1,830 | $5,874-68.8% | $5,168-64.6% | $4,838-62.2% |
| Participant deferral / active EE | $3,678 | $6,357-42.1% | $5,568-33.9% | $6,342-42.0% |
| Admin fee / account holder | $483 | $19,816-97.6% | $16,241-97.0% | $12,312-96.1% |