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 | $154,769 | $117,829+31.4% | $102,423+51.1% | $145,877+6.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.84% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $3,023-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $6,318 | $5,732+10.2% | $5,054+25.0% | $6,691-5.6% |
| Admin fee / account holder | $943 | $13,335-92.9% | $9,455-90.0% | $13,402-93.0% |