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 | $176,372 | $174,379+1.1% | $152,093+16.0% | $138,895+27.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 16.73% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,548 | $4,652-66.7% | $4,175-62.9% | $4,194-63.1% |
| Participant deferral / active EE | $5,908 | $6,159-4.1% | $5,451+8.4% | $6,396-7.6% |
| Admin fee / account holder | $4,921 | $16,880-70.8% | $14,497-66.1% | $12,562-60.8% |