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 | $148,545 | $156,398-5.0% | $147,318+0.8% | $138,895+6.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 13.70% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,935 | $4,853-60.1% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $3,524 | $8,237-57.2% | $7,906-55.4% | $6,396-44.9% |
| Admin fee / account holder | $192,447 | $14,976+1185.1% | $13,708+1303.9% | $12,562+1432.0% |