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 | $124,893 | $150,447-17.0% | $136,298-8.4% | $147,586-15.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 12.72% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $3,753 | $5,256-28.6% | $4,696-20.1% | $4,876-23.0% |
| Participant deferral / active EE | $9,048 | $6,631+36.5% | $6,247+44.8% | $5,439+66.4% |
| Admin fee / account holder | $2,313 | $10,906-78.8% | $9,244-75.0% | $10,886-78.7% |