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 | $127,216 | $111,535+14.1% | $105,223+20.9% | $137,256-7.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 16.70% | 237.85%-221.2pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,265 | $3,939-42.5% | $3,689-38.6% | $4,156-45.5% |
| Participant deferral / active EE | $5,224 | $5,500-5.0% | $5,072+3.0% | $6,407-18.5% |
| Admin fee / account holder | $1,541 | $9,721-84.2% | $8,859-82.6% | $12,270-87.4% |