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 | $126,214 | $217,427-42.0% | $185,837-32.1% | $167,518-24.7% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 11.27% | 148.39%-137.1pp | 122.08%-110.8pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,662 | $5,874-54.7% | $5,168-48.5% | $4,838-45.0% |
| Participant deferral / active EE | $4,529 | $6,357-28.8% | $5,568-18.7% | $6,342-28.6% |
| Admin fee / account holder | $1,114 | $19,816-94.4% | $16,241-93.1% | $12,312-91.0% |