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 | $159,644 | $185,883-14.1% | $170,043-6.1% | $139,466+14.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.55% | 60.54%-45.0pp | 53.40%-37.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,543 | $7,596-53.4% | $6,790-47.8% | $4,754-25.5% |
| Participant deferral / active EE | $11,733 | $11,626+0.9% | $10,410+12.7% | $6,712+74.8% |
| Admin fee / account holder | $5,971 | $15,393-61.2% | $12,824-53.4% | $11,409-47.7% |