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 | $142,253 | $148,582-4.3% | $135,942+4.6% | $139,456+2.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 20.27% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $5,526 | $5,245+5.4% | $4,858+13.8% | $4,753+16.3% |
| Participant deferral / active EE | $18,061 | $8,101+122.9% | $7,759+132.8% | $6,711+169.1% |
| Admin fee / account holder | $748 | $12,402-94.0% | $10,764-93.1% | $11,407-93.4% |