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 | $107,219 | $160,070-33.0% | $147,117-27.1% | $145,897-26.5% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 26.69% | 98.69%-72.0pp | 420.54%-393.9pp | 552.29%-525.6pp |
| Employer contribution / active EE | $3,571 | $5,285-32.4% | $4,932-27.6% | $4,663-23.4% |
| Participant deferral / active EE | $4,207 | $8,419-50.0% | $8,065-47.8% | $6,689-37.1% |
| Admin fee / account holder | $2,501 | $15,035-83.4% | $12,993-80.7% | $13,390-81.3% |