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 | $125,445 | $111,535+12.5% | $105,223+19.2% | $137,256-8.6% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 18.81% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,798 | $3,939-3.6% | $3,689+3.0% | $4,156-8.6% |
| Participant deferral / active EE | $10,340 | $5,500+88.0% | $5,072+103.9% | $6,407+61.4% |
| Admin fee / account holder | $7,343 | $9,721-24.5% | $8,859-17.1% | $12,270-40.2% |