Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,012 | $150,447-21.6% | $136,298-13.4% | $147,586-20.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 11.78% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,614 | $5,256-50.3% | $4,696-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $8,096 | $6,631+22.1% | $6,247+29.6% | $5,439+48.9% |
| Admin fee / account holder | $603 | $10,906-94.5% | $9,244-93.5% | $10,886-94.5% |