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 | $146,309 | $183,539-20.3% | $155,556-5.9% | $145,897+0.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.24% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $15,125 | $5,315+184.6% | $4,675+223.5% | $4,663+224.4% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,631+116.7% | $6,689+82.4% |
| Admin fee / account holder | $1,187 | $19,275-93.8% | $15,885-92.5% | $13,390-91.1% |