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 | $136,046 | $202,342-32.8% | $172,752-21.2% | $152,897-11.0% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 23.90% | 1029.83%-1005.9pp | 802.97%-779.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $5,358 | $5,858-8.5% | $5,144+4.2% | $4,764+12.5% |
| Participant deferral / active EE | $5,723 | $5,948-3.8% | $5,198+10.1% | $5,851-2.2% |
| Admin fee / account holder | $1,941 | $17,111-88.7% | $13,955-86.1% | $11,599-83.3% |