Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,286 | $198,457-52.0% | $170,435-44.1% | $147,586-35.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.55% | 257.30%-235.8pp | 205.94%-184.4pp | 578.59%-557.0pp |
| Employer contribution / active EE | $8,551 | $6,183+38.3% | $5,432+57.4% | $4,876+75.3% |
| Participant deferral / active EE | $6,349 | $5,629+12.8% | $4,939+28.5% | $5,439+16.7% |
| Admin fee / account holder | $2,173 | $16,852-87.1% | $13,881-84.3% | $10,886-80.0% |