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 | $135,679 | $217,432-37.6% | $185,849-27.0% | $167,536-19.0% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 23.85% | 148.42%-124.6pp | 122.10%-98.3pp | 478.82%-455.0pp |
| Employer contribution / active EE | $1,526 | $5,875-74.0% | $5,169-70.5% | $4,839-68.5% |
| Participant deferral / active EE | $5,564 | $6,357-12.5% | $5,569-0.1% | $6,342-12.3% |
| Admin fee / account holder | $715 | $19,818-96.4% | $16,244-95.6% | $12,315-94.2% |