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 | $112,943 | $165,399-31.7% | $149,745-24.6% | $158,982-29.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 28.41% | 348.34%-319.9pp | 276.72%-248.3pp | 302.99%-274.6pp |
| Employer contribution / active EE | $3,017 | $5,105-40.9% | $4,646-35.1% | $4,763-36.7% |
| Participant deferral / active EE | $8,099 | $7,183+12.8% | $6,843+18.4% | $5,983+35.4% |
| Admin fee / account holder | $1,624 | $10,811-85.0% | $9,312-82.6% | $11,252-85.6% |