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 | $142,130 | $156,398-9.1% | $147,318-3.5% | $138,895+2.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.37% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,987 | $4,853-59.1% | $4,593-56.7% | $4,194-52.6% |
| Participant deferral / active EE | $7,700 | $8,237-6.5% | $7,906-2.6% | $6,396+20.4% |
| Admin fee / account holder | $1,442 | $14,976-90.4% | $13,708-89.5% | $12,562-88.5% |