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 | $138,671 | $159,934-13.3% | $147,005-5.7% | $145,959-5.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 12.30% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,299 | $5,287-56.5% | $4,934-53.4% | $4,661-50.7% |
| Participant deferral / active EE | $5,166 | $8,427-38.7% | $8,070-36.0% | $6,689-22.8% |
| Admin fee / account holder | $4,450 | $15,053-70.4% | $13,006-65.8% | $13,398-66.8% |