Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $146,752 | $183,516-20.0% | $155,534-5.6% | $145,884+0.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.90% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,595 | $5,315-70.0% | $4,675-65.9% | $4,662-65.8% |
| Participant deferral / active EE | $6,285 | $6,467-2.8% | $5,630+11.6% | $6,690-6.1% |
| Admin fee / account holder | $4,794 | $19,293-75.2% | $15,900-69.8% | $13,392-64.2% |