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 | $129,906 | $171,492-24.2% | $150,734-13.8% | $198,609-34.6% |
| Participation rate | 81.3% | 81.4%-0.2pp | 78.4%+2.8pp | 82.4%-1.1pp |
| Annual return | 16.72% | 804.70%-788.0pp | 600.81%-584.1pp | 202.70%-186.0pp |
| Employer contribution / active EE | $5,650 | $5,470+3.3% | $4,918+14.9% | $5,055+11.8% |
| Participant deferral / active EE | $8,930 | $6,259+42.7% | $5,610+59.2% | $6,977+28.0% |
| Admin fee / account holder | $9,568 | $17,628-45.7% | $14,905-35.8% | $19,030-49.7% |