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 | $163,348 | $202,342-19.3% | $172,752-5.4% | $152,897+6.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 23.05% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,371 | $5,858-76.6% | $5,144-73.4% | $4,764-71.2% |
| Participant deferral / active EE | $4,879 | $5,948-18.0% | $5,198-6.1% | $5,851-16.6% |
| Admin fee / account holder | $544 | $17,111-96.8% | $13,955-96.1% | $11,599-95.3% |