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 | $106,423 | $160,070-33.5% | $147,117-27.7% | $145,897-27.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.08% | 98.69%-86.6pp | 420.54%-408.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $5,170 | $5,285-2.2% | $4,932+4.8% | $4,663+10.9% |
| Participant deferral / active EE | $12,021 | $8,419+42.8% | $8,065+49.1% | $6,689+79.7% |
| Admin fee / account holder | $19,483 | $15,035+29.6% | $12,993+50.0% | $13,390+45.5% |