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 | $113,204 | $172,111-34.2% | $150,298-24.7% | $137,256-17.5% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 13.99% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $7,556 | $4,636+63.0% | $4,154+81.9% | $4,156+81.8% |
| Participant deferral / active EE | $3,463 | $6,166-43.8% | $5,453-36.5% | $6,407-46.0% |
| Admin fee / account holder | $51,346 | $16,471+211.7% | $14,116+263.7% | $12,270+318.5% |