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 | $135,844 | $184,000-26.2% | $162,185-16.2% | $152,909-11.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 28.44% | 150.80%-122.4pp | 115.61%-87.2pp | 345.46%-317.0pp |
| Employer contribution / active EE | $4,282 | $6,370-32.8% | $5,613-23.7% | $4,764-10.1% |
| Participant deferral / active EE | $14,349 | $8,033+78.6% | $7,297+96.6% | $5,851+145.2% |
| Admin fee / account holder | $373 | $13,124-97.2% | $10,844-96.6% | $11,601-96.8% |