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 | $119,016 | $183,516-35.1% | $155,534-23.5% | $145,884-18.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.40% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,886 | $5,315-8.1% | $4,675+4.5% | $4,662+4.8% |
| Participant deferral / active EE | $5,683 | $6,467-12.1% | $5,630+0.9% | $6,690-15.1% |
| Admin fee / account holder | $3,911 | $19,293-79.7% | $15,900-75.4% | $13,392-70.8% |