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 | $116,984 | $125,190-6.6% | $105,624+10.8% | $145,897-19.8% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.5pp |
| Annual return | 12.73% | 225.22%-212.5pp | 116.20%-103.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $6,004 | $3,720+61.4% | $3,168+89.6% | $4,663+28.8% |
| Participant deferral / active EE | $19,986 | $5,716+249.7% | $5,013+298.7% | $6,689+198.8% |
| Admin fee / account holder | $12,528 | $17,138-26.9% | $10,961+14.3% | $13,390-6.4% |