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 | $125,692 | $97,751+28.6% | $103,447+21.5% | $145,877-13.8% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 18.56% | 25.43%-6.9pp | 23.92%-5.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $4,788 | $4,684+2.2% | $4,678+2.4% | $4,663+2.7% |
| Participant deferral / active EE | $7,595 | $6,603+15.0% | $6,624+14.7% | $6,691+13.5% |
| Admin fee / account holder | $10,647 | $12,515-14.9% | $9,415+13.1% | $13,402-20.6% |