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 | $123,492 | $198,457-37.8% | $170,435-27.5% | $147,586-16.3% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 19.44% | 257.30%-237.9pp | 205.94%-186.5pp | 578.59%-559.1pp |
| Employer contribution / active EE | $4,628 | $6,183-25.2% | $5,432-14.8% | $4,876-5.1% |
| Participant deferral / active EE | $7,930 | $5,629+40.9% | $4,939+60.5% | $5,439+45.8% |
| Admin fee / account holder | $1,802 | $16,852-89.3% | $13,881-87.0% | $10,886-83.4% |