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 | $128,866 | $150,447-14.3% | $136,298-5.5% | $147,586-12.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 25.39% | 1049.15%-1023.8pp | 5156.27%-5130.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $2,306 | $5,256-56.1% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $3,914 | $6,631-41.0% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $7,803 | $10,906-28.5% | $9,244-15.6% | $10,886-28.3% |