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 | $120,356 | $107,368+12.1% | $92,915+29.5% | $152,909-21.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 21.25% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,989 | $4,222-29.2% | $3,653-18.2% | $4,764-37.3% |
| Participant deferral / active EE | $9,546 | $4,848+96.9% | $4,238+125.2% | $5,851+63.1% |
| Admin fee / account holder | $59,482 | $7,082+739.9% | $5,796+926.3% | $11,601+412.7% |