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 | $165,704 | $148,623+11.5% | $135,974+21.9% | $139,466+18.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.92% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,714 | $8,103-54.2% | $7,760-52.1% | $6,712-44.7% |
| Admin fee / account holder | $9,829 | $12,406-20.8% | $10,767-8.7% | $11,409-13.9% |