Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $113,858 | $118,708-4.1% | $98,920+15.1% | $158,982-28.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 11.94% | 372.49%-360.6pp | 196.47%-184.5pp | 302.99%-291.1pp |
| Employer contribution / active EE | $3,462 | $3,334+3.8% | $2,689+28.7% | $4,763-27.3% |
| Participant deferral / active EE | $9,787 | $5,089+92.3% | $4,245+130.6% | $5,983+63.6% |
| Admin fee / account holder | $526 | $10,134-94.8% | $6,643-92.1% | $11,252-95.3% |