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 | $125,287 | $176,120-28.9% | $159,487-21.4% | $167,553-25.2% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.02% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $5,216 | $5,299-1.6% | $4,831+8.0% | $4,840+7.8% |
| Participant deferral / active EE | $9,662 | $7,752+24.6% | $7,354+31.4% | $6,343+52.3% |
| Admin fee / account holder | $86,916 | $12,561+592.0% | $10,804+704.5% | $12,316+605.7% |