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 | $104,597 | $144,130-27.4% | $117,861-11.3% | $147,586-29.1% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 8.80% | 531.20%-522.4pp | 335.11%-326.3pp | 578.59%-569.8pp |
| Employer contribution / active EE | $9,335 | $4,897+90.6% | $3,786+146.5% | $4,876+91.4% |
| Participant deferral / active EE | $2,086 | $5,316-60.8% | $4,482-53.5% | $5,439-61.6% |
| Admin fee / account holder | $1,375 | $10,887-87.4% | $8,021-82.9% | $10,886-87.4% |