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 | $108,389 | $102,429+5.8% | $147,096-26.3% | $80,925+33.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 13.56% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $4,692 | $3,716+26.3% | $4,936-4.9% | $2,756+70.2% |
| Participant deferral / active EE | $9,313 | $6,649+40.1% | $8,071+15.4% | $4,299+116.7% |
| Admin fee / account holder | $840 | $7,957-89.4% | $13,005-93.5% | $6,940-87.9% |