Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $111,233 | $160,028-30.5% | $147,080-24.4% | $145,884-23.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 21.07% | 98.60%-77.5pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $2,937 | $5,286-44.4% | $4,933-40.5% | $4,662-37.0% |
| Participant deferral / active EE | $8,429 | $8,422+0.1% | $8,066+4.5% | $6,690+26.0% |
| Admin fee / account holder | $4,377 | $15,030-70.9% | $12,989-66.3% | $13,392-67.3% |