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 | $146,730 | $157,304-6.7% | $141,197+3.9% | $152,909-4.0% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 25.00% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,301 | $5,263-56.3% | $4,736-51.4% | $4,764-51.7% |
| Participant deferral / active EE | $5,737 | $7,111-19.3% | $6,710-14.5% | $5,851-2.0% |
| Admin fee / account holder | $2,198 | $12,126-81.9% | $10,265-78.6% | $11,601-81.1% |