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 | $129,723 | $172,111-24.6% | $150,298-13.7% | $137,256-5.5% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 16.39% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,962 | $4,636-57.7% | $4,154-52.8% | $4,156-52.8% |
| Participant deferral / active EE | $8,477 | $6,166+37.5% | $5,453+55.5% | $6,407+32.3% |
| Admin fee / account holder | $182,598 | $16,471+1008.6% | $14,116+1193.6% | $12,270+1388.1% |