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 | $158,168 | $165,381-4.4% | $149,730+5.6% | $158,966-0.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.07% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.9pp |
| Employer contribution / active EE | $11,162 | $5,104+118.7% | $4,645+140.3% | $4,762+134.4% |
| Participant deferral / active EE | $5,058 | $7,182-29.6% | $6,843-26.1% | $5,983-15.5% |
| Admin fee / account holder | $657 | $10,809-93.9% | $9,310-92.9% | $11,250-94.2% |