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 | $97,429 | $105,200-7.4% | $159,474-38.9% | $85,847+13.5% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 15.87% | 45.08%-29.2pp | 263.68%-247.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $3,163 | $3,319-4.7% | $4,831-34.5% | $2,565+23.3% |
| Participant deferral / active EE | $6,404 | $5,946+7.7% | $7,353-12.9% | $3,952+62.0% |
| Admin fee / account holder | $7,918 | $6,934+14.2% | $10,802-26.7% | $6,261+26.5% |