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 | $119,949 | $160,070-25.1% | $147,117-18.5% | $145,897-17.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.76% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,075 | $5,285-60.7% | $4,932-57.9% | $4,663-55.5% |
| Participant deferral / active EE | $5,835 | $8,419-30.7% | $8,065-27.6% | $6,689-12.8% |
| Admin fee / account holder | $805 | $15,035-94.6% | $12,993-93.8% | $13,390-94.0% |