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 | $145,119 | $157,304-7.7% | $141,197+2.8% | $152,909-5.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.16% | 64.34%-37.2pp | 71.41%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,828 | $5,263-46.3% | $4,736-40.3% | $4,764-40.6% |
| Participant deferral / active EE | $9,062 | $7,111+27.4% | $6,710+35.0% | $5,851+54.9% |
| Admin fee / account holder | $955 | $12,126-92.1% | $10,265-90.7% | $11,601-91.8% |