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 | $157,420 | $165,399-4.8% | $149,745+5.1% | $158,982-1.0% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 14.12% | 348.34%-334.2pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $6,411 | $5,105+25.6% | $4,646+38.0% | $4,763+34.6% |
| Participant deferral / active EE | $3,355 | $7,183-53.3% | $6,843-51.0% | $5,983-43.9% |
| Admin fee / account holder | $19,090 | $10,811+76.6% | $9,312+105.0% | $11,252+69.7% |