Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,719 | $166,242-3.9% | $165,071-3.2% | $145,884+9.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.33% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,101 | $5,283-60.2% | $4,347-51.7% | $4,662-54.9% |
| Participant deferral / active EE | $2,350 | $6,964-66.3% | $6,035-61.1% | $6,690-64.9% |
| Admin fee / account holder | $2,810 | $16,658-83.1% | $12,695-77.9% | $13,392-79.0% |