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 | $132,074 | $185,905-29.0% | $170,057-22.3% | $139,487-5.3% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 20.77% | 60.56%-39.8pp | 53.42%-32.6pp | 373.84%-353.1pp |
| Employer contribution / active EE | $3,910 | $7,597-48.5% | $6,790-42.4% | $4,755-17.8% |
| Participant deferral / active EE | $6,257 | $11,627-46.2% | $10,411-39.9% | $6,713-6.8% |
| Admin fee / account holder | $1,959 | $15,397-87.3% | $12,826-84.7% | $11,407-82.8% |