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 | $129,651 | $111,814+16.0% | $93,654+38.4% | $145,959-11.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 17.10% | 203.30%-186.2pp | 133.34%-116.2pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,161 | $3,092+2.3% | $2,421+30.6% | $4,661-32.2% |
| Participant deferral / active EE | $7,270 | $4,914+47.9% | $4,413+64.7% | $6,689+8.7% |
| Admin fee / account holder | $2,402 | $10,246-76.6% | $8,282-71.0% | $13,398-82.1% |