Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $141,398 | $156,398-9.6% | $147,318-4.0% | $138,895+1.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 51.73% | 78.75%-27.0pp | 70.43%-18.7pp | 145.39%-93.7pp |
| Employer contribution / active EE | $7,674 | $4,853+58.1% | $4,593+67.1% | $4,194+83.0% |
| Participant deferral / active EE | $17,014 | $8,237+106.6% | $7,906+115.2% | $6,396+166.0% |
| Admin fee / account holder | $1,015 | $14,976-93.2% | $13,708-92.6% | $12,562-91.9% |