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 | $116,429 | $115,810+0.5% | $101,271+15.0% | $158,966-26.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 8.23% | 56.15%-47.9pp | 46.48%-38.3pp | 302.95%-294.7pp |
| Employer contribution / active EE | $1,558 | $4,175-62.7% | $3,660-57.4% | $4,762-67.3% |
| Participant deferral / active EE | $7,107 | $4,958+43.3% | $4,371+62.6% | $5,983+18.8% |
| Admin fee / account holder | $3,359 | $7,248-53.7% | $5,948-43.5% | $11,250-70.1% |