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 | $145,575 | $183,592-20.7% | $155,574-6.4% | $145,877-0.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.89% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,678 | $5,317-68.4% | $4,676-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $13,270 | $6,466+105.2% | $5,629+135.7% | $6,691+98.3% |
| Admin fee / account holder | $3,762 | $19,316-80.5% | $15,914-76.4% | $13,402-71.9% |