Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $128,027 | $134,817-5.0% | $123,973+3.3% | $155,188-17.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 18.74% | 515.49%-496.8pp | 388.13%-369.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $14,701 | $4,425+232.2% | $4,126+256.3% | $4,248+246.1% |
| Participant deferral / active EE | $6,590 | $5,706+15.5% | $5,247+25.6% | $6,531+0.9% |
| Admin fee / account holder | $1,431 | $13,245-89.2% | $11,799-87.9% | $14,480-90.1% |