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 | $119,116 | $217,432-45.2% | $185,851-35.9% | $167,553-28.9% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.65% | 148.43%-137.8pp | 122.11%-111.5pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,520 | $5,874-74.1% | $5,168-70.6% | $4,840-68.6% |
| Participant deferral / active EE | $3,801 | $6,357-40.2% | $5,569-31.7% | $6,343-40.1% |
| Admin fee / account holder | $1,041 | $19,820-94.8% | $16,245-93.6% | $12,316-91.6% |