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 | $99,734 | $183,988-45.8% | $162,177-38.5% | $152,897-34.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 27.71% | 150.79%-123.1pp | 115.60%-87.9pp | 345.43%-317.7pp |
| Employer contribution / active EE | $4,580 | $6,370-28.1% | $5,613-18.4% | $4,764-3.8% |
| Participant deferral / active EE | $5,348 | $8,032-33.4% | $7,297-26.7% | $5,851-8.6% |
| Admin fee / account holder | $11,700 | $13,123-10.8% | $10,843+7.9% | $11,599+0.9% |