Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $136,053 | $155,555-12.5% | $146,866-7.4% | $155,188-12.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 15.44% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $9,185 | $4,647+97.7% | $4,425+107.6% | $4,248+116.2% |
| Participant deferral / active EE | $6,390 | $8,044-20.6% | $7,759-17.6% | $6,531-2.2% |
| Admin fee / account holder | $2,246 | $14,755-84.8% | $13,620-83.5% | $14,480-84.5% |