Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $137,204 | $148,629-7.7% | $135,982+0.9% | $139,487-1.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 19.43% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $2,021 | $5,247-61.5% | $4,859-58.4% | $4,755-57.5% |
| Participant deferral / active EE | $15,542 | $8,102+91.8% | $7,760+100.3% | $6,713+131.5% |
| Admin fee / account holder | $765 | $12,406-93.8% | $10,767-92.9% | $11,407-93.3% |