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 | $147,298 | $183,516-19.7% | $155,534-5.3% | $145,884+1.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 13.84% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $5,655 | $5,315+6.4% | $4,675+21.0% | $4,662+21.3% |
| Participant deferral / active EE | $4,844 | $6,467-25.1% | $5,630-14.0% | $6,690-27.6% |
| Admin fee / account holder | $1,252 | $19,293-93.5% | $15,900-92.1% | $13,392-90.7% |