Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,933 | $165,399-23.3% | $149,745-15.2% | $158,982-20.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.62% | 348.34%-329.7pp | 276.72%-258.1pp | 302.99%-284.4pp |
| Employer contribution / active EE | $1,751 | $5,105-65.7% | $4,646-62.3% | $4,763-63.2% |
| Participant deferral / active EE | $6,604 | $7,183-8.1% | $6,843-3.5% | $5,983+10.4% |
| Admin fee / account holder | $550 | $10,811-94.9% | $9,312-94.1% | $11,252-95.1% |