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 | $109,289 | $162,136-32.6% | $152,301-28.2% | $154,746-29.4% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 12.23% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,805 | $4,890-22.2% | $4,624-17.7% | $4,379-13.1% |
| Participant deferral / active EE | $8,777 | $8,341+5.2% | $8,004+9.7% | $6,730+30.4% |
| Admin fee / account holder | $26,071 | $15,759+65.4% | $14,398+81.1% | $14,365+81.5% |