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 | $136,353 | $101,591+34.2% | $147,096-7.3% | $74,429+83.2% |
| Participation rate | 84.5% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 21.15% | 8746.45%-8725.3pp | 419.75%-398.6pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $3,840 | $3,813+0.7% | $4,936-22.2% | $2,625+46.3% |
| Participant deferral / active EE | $7,977 | $7,302+9.2% | $8,071-1.2% | $4,348+83.5% |
| Admin fee / account holder | $1,640 | $1,750-6.3% | $13,005-87.4% | $1,944-15.7% |