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 | $125,329 | $157,304-20.3% | $141,197-11.2% | $152,909-18.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 23.28% | 64.34%-41.1pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,610 | $5,263-50.4% | $4,736-44.9% | $4,764-45.2% |
| Participant deferral / active EE | $2,439 | $7,111-65.7% | $6,710-63.7% | $5,851-58.3% |
| Admin fee / account holder | $7,220 | $12,126-40.5% | $10,265-29.7% | $11,601-37.8% |