Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,178 | $183,592-20.9% | $155,574-6.7% | $145,877-0.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.07% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $5,724 | $5,317+7.7% | $4,676+22.4% | $4,663+22.8% |
| Participant deferral / active EE | $17,465 | $6,466+170.1% | $5,629+210.3% | $6,691+161.0% |
| Admin fee / account holder | $1,192 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |