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 | $128,748 | $227,399-43.4% | $189,758-32.2% | $198,609-35.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 14.89% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $7,670 | $5,526+38.8% | $4,767+60.9% | $5,055+51.7% |
| Participant deferral / active EE | $3,420 | $6,837-50.0% | $5,856-41.6% | $6,977-51.0% |
| Admin fee / account holder | $147,946 | $25,162+488.0% | $20,388+625.7% | $19,030+677.4% |