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 | $105,633 | $99,921+5.7% | $85,009+24.3% | $145,959-27.6% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 15.23% | 83.89%-68.7pp | 66.47%-51.2pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,372 | $3,233+4.3% | $2,728+23.6% | $4,661-27.6% |
| Participant deferral / active EE | $7,195 | $5,293+35.9% | $4,522+59.1% | $6,689+7.6% |
| Admin fee / account holder | $21,148 | $7,252+191.6% | $6,153+243.7% | $13,398+57.8% |