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 | $105,616 | $217,432-51.4% | $185,851-43.2% | $167,553-37.0% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.25% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.6pp |
| Employer contribution / active EE | $2,273 | $5,874-61.3% | $5,168-56.0% | $4,840-53.0% |
| Participant deferral / active EE | $3,051 | $6,357-52.0% | $5,569-45.2% | $6,343-51.9% |
| Admin fee / account holder | $482 | $19,820-97.6% | $16,245-97.0% | $12,316-96.1% |