Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $141,145 | $134,817+4.7% | $123,973+13.9% | $155,188-9.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 17.48% | 515.49%-498.0pp | 388.13%-370.6pp | 148.84%-131.4pp |
| Employer contribution / active EE | $18,151 | $4,425+310.2% | $4,126+340.0% | $4,248+327.3% |
| Participant deferral / active EE | $7,245 | $5,706+27.0% | $5,247+38.1% | $6,531+10.9% |
| Admin fee / account holder | $975 | $13,245-92.6% | $11,799-91.7% | $14,480-93.3% |