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 | $117,010 | $209,422-44.1% | $178,503-34.4% | $158,982-26.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.11% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.9pp |
| Employer contribution / active EE | $10,275 | $5,707+80.0% | $5,011+105.0% | $4,763+115.7% |
| Participant deferral / active EE | $5,741 | $5,955-3.6% | $5,202+10.4% | $5,983-4.1% |
| Admin fee / account holder | $15,563 | $17,079-8.9% | $13,987+11.3% | $11,252+38.3% |