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 | $164,236 | $157,304+4.4% | $141,197+16.3% | $152,909+7.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 21.52% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,250 | $5,263-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $11,265 | $7,111+58.4% | $6,710+67.9% | $5,851+92.5% |
| Admin fee / account holder | $40,996 | $12,126+238.1% | $10,265+299.4% | $11,601+253.4% |