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 | $117,239 | $111,535+5.1% | $105,223+11.4% | $137,256-14.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 17.15% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,158 | $3,939+56.3% | $3,689+67.0% | $4,156+48.2% |
| Participant deferral / active EE | $7,304 | $5,500+32.8% | $5,072+44.0% | $6,407+14.0% |
| Admin fee / account holder | $751 | $9,721-92.3% | $8,859-91.5% | $12,270-93.9% |