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 | $164,989 | $183,516-10.1% | $155,534+6.1% | $145,884+13.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.94% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $5,558 | $5,315+4.6% | $4,675+18.9% | $4,662+19.2% |
| Participant deferral / active EE | $9,411 | $6,467+45.5% | $5,630+67.1% | $6,690+40.7% |
| Admin fee / account holder | $36,100 | $19,293+87.1% | $15,900+127.0% | $13,392+169.6% |