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 | $126,394 | $160,040-21.0% | $147,096-14.1% | $145,877-13.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.13% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $5,385 | $5,289+1.8% | $4,936+9.1% | $4,663+15.5% |
| Participant deferral / active EE | $5,210 | $8,429-38.2% | $8,071-35.4% | $6,691-22.1% |
| Admin fee / account holder | $6,888 | $15,050-54.2% | $13,005-47.0% | $13,402-48.6% |