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 | $122,434 | $129,737-5.6% | $119,126+2.8% | $154,746-20.9% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 19.26% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,035 | $4,375-7.8% | $4,0340% | $4,379-7.9% |
| Participant deferral / active EE | $9,255 | $5,842+58.4% | $5,318+74.0% | $6,730+37.5% |
| Admin fee / account holder | $4,161 | $11,961-65.2% | $10,693-61.1% | $14,365-71.0% |