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 | $150,209 | $183,592-18.2% | $155,574-3.4% | $145,877+3.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 13.50% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,022 | $5,317-5.6% | $4,676+7.4% | $4,663+7.7% |
| Participant deferral / active EE | $4,863 | $6,466-24.8% | $5,629-13.6% | $6,691-27.3% |
| Admin fee / account holder | $1,133 | $19,316-94.1% | $15,914-92.9% | $13,402-91.5% |