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 | $124,290 | $209,422-40.7% | $178,503-30.4% | $158,982-21.8% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 19.74% | 188.81%-169.1pp | 151.12%-131.4pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,945 | $5,707-48.4% | $5,011-41.2% | $4,763-38.2% |
| Participant deferral / active EE | $9,133 | $5,955+53.4% | $5,202+75.6% | $5,983+52.6% |
| Admin fee / account holder | $7,299 | $17,079-57.3% | $13,987-47.8% | $11,252-35.1% |