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 | $142,859 | $183,516-22.2% | $155,534-8.1% | $145,884-2.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.71% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $6,592 | $5,315+24.0% | $4,675+41.0% | $4,662+41.4% |
| Participant deferral / active EE | $3,366 | $6,467-48.0% | $5,630-40.2% | $6,690-49.7% |
| Admin fee / account holder | $88,117 | $19,293+356.7% | $15,900+454.2% | $13,392+558.0% |