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 | $149,379 | $154,228-3.1% | $145,433+2.7% | $137,256+8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.80% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $7,667 | $4,804+59.6% | $4,554+68.3% | $4,156+84.5% |
| Participant deferral / active EE | $8,600 | $8,216+4.7% | $7,897+8.9% | $6,407+34.2% |
| Admin fee / account holder | $8,313 | $14,344-42.0% | $13,129-36.7% | $12,270-32.3% |