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 | $145,920 | $107,941+35.2% | $91,994+58.6% | $152,897-4.6% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.5%+9.9pp |
| Annual return | 23.72% | 89.28%-65.6pp | 69.04%-45.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $4,086 | $4,212-3.0% | $3,453+18.3% | $4,764-14.2% |
| Participant deferral / active EE | $11,850 | $6,366+86.2% | $5,924+100.0% | $5,851+102.5% |
| Admin fee / account holder | $9,887 | $10,521-6.0% | $7,744+27.7% | $11,599-14.8% |