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 | $154,535 | $208,088-25.7% | $186,193-17.0% | $154,746-0.1% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 17.94% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,309 | $4,340-46.8% | $3,918-41.1% | $4,379-47.3% |
| Participant deferral / active EE | $4,310 | $7,078-39.1% | $6,513-33.8% | $6,730-36.0% |
| Admin fee / account holder | $2,851 | $11,698-75.6% | $11,058-74.2% | $14,365-80.2% |