Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $139,602 | $114,119+22.3% | $107,187+30.2% | $138,895+0.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 18.15% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,055 | $4,059-49.4% | $3,782-45.7% | $4,194-51.0% |
| Participant deferral / active EE | $7,932 | $5,538+43.2% | $5,096+55.7% | $6,396+24.0% |
| Admin fee / account holder | $601 | $10,024-94.0% | $9,162-93.4% | $12,562-95.2% |