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 | $125,802 | $160,040-21.4% | $147,096-14.5% | $145,877-13.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 11.04% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,602 | $5,289-31.9% | $4,936-27.0% | $4,663-22.8% |
| Participant deferral / active EE | $6,766 | $8,429-19.7% | $8,071-16.2% | $6,691+1.1% |
| Admin fee / account holder | $8,835 | $15,050-41.3% | $13,005-32.1% | $13,402-34.1% |