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 | $134,327 | $166,268-19.2% | $165,100-18.6% | $145,897-7.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 15.03% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,639 | $5,284-31.1% | $4,348-16.3% | $4,663-22.0% |
| Participant deferral / active EE | $10,703 | $6,964+53.7% | $6,035+77.3% | $6,689+60.0% |
| Admin fee / account holder | $28,897 | $16,659+73.5% | $12,696+127.6% | $13,390+115.8% |