Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $142,203 | $196,972-27.8% | $182,262-22.0% | $198,609-28.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 15.73% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,481 | $5,364-53.7% | $5,046-50.8% | $5,055-50.9% |
| Participant deferral / active EE | $11,776 | $8,643+36.3% | $8,276+42.3% | $6,977+68.8% |
| Admin fee / account holder | $1,505 | $18,429-91.8% | $16,712-91.0% | $19,030-92.1% |