Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,506 | $228,395-30.2% | $185,861-14.2% | $158,982+0.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 18.26% | 40.82%-22.6pp | 35.96%-17.7pp | 302.99%-284.7pp |
| Employer contribution / active EE | $6,570 | $4,968+32.3% | $4,088+60.7% | $4,763+37.9% |
| Participant deferral / active EE | $4,658 | $6,417-27.4% | $5,634-17.3% | $5,983-22.2% |
| Admin fee / account holder | $1,196 | $11,869-89.9% | $9,503-87.4% | $11,252-89.4% |