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 | $124,306 | $183,539-32.3% | $155,556-20.1% | $145,897-14.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 11.89% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,255 | $5,315-57.6% | $4,675-51.8% | $4,663-51.6% |
| Participant deferral / active EE | $9,245 | $6,467+43.0% | $5,631+64.2% | $6,689+38.2% |
| Admin fee / account holder | $936 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |