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 | $154,408 | $232,540-33.6% | $185,117-16.6% | $147,586+4.6% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 13.85% | 43.03%-29.2pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $5,473 | $5,195+5.3% | $4,182+30.9% | $4,876+12.2% |
| Participant deferral / active EE | $9,612 | $5,834+64.8% | $5,045+90.5% | $5,439+76.7% |
| Admin fee / account holder | $386 | $10,275-96.2% | $8,159-95.3% | $10,886-96.5% |