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 | $120,146 | $160,028-24.9% | $147,080-18.3% | $145,884-17.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.86% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,775 | $5,286-28.6% | $4,933-23.5% | $4,662-19.0% |
| Participant deferral / active EE | $10,189 | $8,422+21.0% | $8,066+26.3% | $6,690+52.3% |
| Admin fee / account holder | $462 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |