Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $155,571 | $183,516-15.2% | $155,5340% | $145,884+6.6% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 12.28% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $6,383 | $5,315+20.1% | $4,675+36.5% | $4,662+36.9% |
| Participant deferral / active EE | $5,922 | $6,467-8.4% | $5,630+5.2% | $6,690-11.5% |
| Admin fee / account holder | $22,027 | $19,293+14.2% | $15,900+38.5% | $13,392+64.5% |