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 | $142,814 | $159,934-10.7% | $147,005-2.9% | $145,959-2.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.82% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $2,033 | $5,287-61.5% | $4,934-58.8% | $4,661-56.4% |
| Participant deferral / active EE | $2,739 | $8,427-67.5% | $8,070-66.1% | $6,689-59.0% |
| Admin fee / account holder | $16,570 | $15,053+10.1% | $13,006+27.4% | $13,398+23.7% |