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 | $163,083 | $155,555+4.8% | $146,866+11.0% | $155,188+5.1% |
| Participation rate | 76.9% | 84.0%-7.0pp | 82.5%-5.6pp | 80.8%-3.9pp |
| Annual return | 13.47% | 115.41%-101.9pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,844 | $4,647-60.3% | $4,425-58.3% | $4,248-56.6% |
| Participant deferral / active EE | $3,731 | $8,044-53.6% | $7,759-51.9% | $6,531-42.9% |
| Admin fee / account holder | $7,832 | $14,755-46.9% | $13,620-42.5% | $14,480-45.9% |