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 | $172,439 | $183,516-6.0% | $155,534+10.9% | $145,884+18.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.83% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,896 | $5,315-45.5% | $4,675-38.0% | $4,662-37.9% |
| Participant deferral / active EE | $4,342 | $6,467-32.9% | $5,630-22.9% | $6,690-35.1% |
| Admin fee / account holder | $793 | $19,293-95.9% | $15,900-95.0% | $13,392-94.1% |