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 | $148,704 | $105,210+41.3% | $159,487-6.8% | $85,851+73.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | 22.41% | 45.08%-22.7pp | 263.71%-241.3pp | 318.63%-296.2pp |
| Employer contribution / active EE | $958 | $3,319-71.1% | $4,831-80.2% | $2,565-62.6% |
| Participant deferral / active EE | $7,908 | $5,946+33.0% | $7,354+7.5% | $3,952+100.1% |
| Admin fee / account holder | $6,633 | $6,934-4.3% | $10,804-38.6% | $6,261+5.9% |