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 | $127,824 | $166,089-23.0% | $164,928-22.5% | $145,978-12.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 10.14% | 100.26%-90.1pp | 70.08%-59.9pp | 550.52%-540.4pp |
| Employer contribution / active EE | $10,228 | $5,276+93.8% | $4,343+135.5% | $4,662+119.4% |
| Participant deferral / active EE | $9,735 | $6,961+39.8% | $6,034+61.3% | $6,690+45.5% |
| Admin fee / account holder | $4,264 | $16,641-74.4% | $12,684-66.4% | $13,400-68.2% |