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 | $143,054 | $166,242-13.9% | $165,071-13.3% | $145,884-1.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 15.88% | 100.44%-84.6pp | 70.17%-54.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,279 | $5,283-56.9% | $4,347-47.6% | $4,662-51.1% |
| Participant deferral / active EE | $7,779 | $6,964+11.7% | $6,035+28.9% | $6,690+16.3% |
| Admin fee / account holder | $1,610 | $16,658-90.3% | $12,695-87.3% | $13,392-88.0% |