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 | $121,249 | $160,040-24.2% | $147,096-17.6% | $145,877-16.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 11.29% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,548 | $5,289-32.9% | $4,936-28.1% | $4,663-23.9% |
| Participant deferral / active EE | $10,543 | $8,429+25.1% | $8,071+30.6% | $6,691+57.6% |
| Admin fee / account holder | $12,598 | $15,050-16.3% | $13,005-3.1% | $13,402-6.0% |