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 | $104,556 | $198,462-47.3% | $170,439-38.7% | $147,585-29.2% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 11.56% | 257.30%-245.7pp | 205.94%-194.4pp | 578.58%-567.0pp |
| Employer contribution / active EE | $4,443 | $6,184-28.1% | $5,433-18.2% | $4,876-8.9% |
| Participant deferral / active EE | $3,657 | $5,629-35.0% | $4,939-26.0% | $5,439-32.8% |
| Admin fee / account holder | $1,077 | $16,852-93.6% | $13,881-92.2% | $10,886-90.1% |