Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $145,659 | $162,821-10.5% | $133,978+8.7% | $158,982-8.4% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 5.49% | 41.95%-36.5pp | 45.10%-39.6pp | 302.99%-297.5pp |
| Employer contribution / active EE | $1,534 | $4,976-69.2% | $3,919-60.9% | $4,763-67.8% |
| Participant deferral / active EE | $3,420 | $5,910-42.1% | $5,047-32.2% | $5,983-42.8% |
| Admin fee / account holder | $3,213 | $11,742-72.6% | $8,930-64.0% | $11,252-71.4% |