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 | $141,961 | $183,539-22.7% | $155,556-8.7% | $145,897-2.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 21.61% | 61.31%-39.7pp | 64.84%-43.2pp | 552.29%-530.7pp |
| Employer contribution / active EE | $5,686 | $5,315+7.0% | $4,675+21.6% | $4,663+21.9% |
| Participant deferral / active EE | $5,680 | $6,467-12.2% | $5,631+0.9% | $6,689-15.1% |
| Admin fee / account holder | $391 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |