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 | $161,489 | $162,967-0.9% | $135,792+18.9% | $138,895+16.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.87% | 30.08%-14.2pp | 25.96%-10.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,167 | $4,211-1.1% | $3,496+19.2% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,103 | $15,306+96.7% | $12,266+145.4% | $12,562+139.6% |