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 | $105,101 | $105,284-0.2% | $150,734-30.3% | $94,015+11.8% |
| Participation rate | 93.9% | 71.7%+22.2pp | 78.4%+15.5pp | 70.8%+23.1pp |
| Annual return | 14.50% | 15.67%-1.2pp | 600.81%-586.3pp | 17.84%-3.3pp |
| Employer contribution / active EE | $6,455 | $3,599+79.4% | $4,918+31.2% | $2,790+131.3% |
| Participant deferral / active EE | $6,120 | $4,274+43.2% | $5,610+9.1% | $4,249+44.0% |
| Admin fee / account holder | $1,326 | $9,839-86.5% | $14,905-91.1% | $8,951-85.2% |