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 | $140,892 | $157,276-10.4% | $141,177-0.2% | $152,885-7.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 18.74% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $10,906 | $5,262+107.3% | $4,736+130.3% | $4,763+129.0% |
| Participant deferral / active EE | $9,699 | $7,110+36.4% | $6,710+44.5% | $5,851+65.8% |
| Admin fee / account holder | $89,225 | $12,123+636.0% | $10,263+769.4% | $11,598+669.3% |