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 | $133,700 | $209,422-36.2% | $178,503-25.1% | $158,982-15.9% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 13.95% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,621 | $5,707-71.6% | $5,011-67.7% | $4,763-66.0% |
| Participant deferral / active EE | $4,147 | $5,955-30.4% | $5,202-20.3% | $5,983-30.7% |
| Admin fee / account holder | $1,020 | $17,079-94.0% | $13,987-92.7% | $11,252-90.9% |