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 | $122,773 | $142,430-13.8% | $115,170+6.6% | $152,897-19.7% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.5%+7.5pp |
| Annual return | 23.47% | 41.48%-18.0pp | 35.60%-12.1pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,142 | $4,011-46.6% | $3,179-32.6% | $4,764-55.0% |
| Participant deferral / active EE | $4,159 | $5,165-19.5% | $4,169-0.2% | $5,851-28.9% |
| Admin fee / account holder | $17,515 | $8,464+106.9% | $7,089+147.1% | $11,599+51.0% |