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 | $120,480 | $103,038+16.9% | $90,324+33.4% | $152,909-21.2% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 22.57% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $3,220 | $3,141+2.5% | $2,856+12.8% | $4,764-32.4% |
| Participant deferral / active EE | $5,486 | $4,282+28.1% | $3,885+41.2% | $5,851-6.2% |
| Admin fee / account holder | $752 | $6,177-87.8% | $5,356-86.0% | $11,601-93.5% |