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 | $129,953 | $157,276-17.4% | $141,177-8.0% | $152,885-15.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 18.63% | 64.33%-45.7pp | 71.40%-52.8pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,171 | $5,262-77.7% | $4,736-75.3% | $4,763-75.4% |
| Participant deferral / active EE | $5,298 | $7,110-25.5% | $6,710-21.0% | $5,851-9.4% |
| Admin fee / account holder | $25,265 | $12,123+108.4% | $10,263+146.2% | $11,598+117.8% |