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 | $146,765 | $172,111-14.7% | $150,298-2.4% | $137,256+6.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.70% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,330 | $4,636-28.2% | $4,154-19.8% | $4,156-19.9% |
| Participant deferral / active EE | $10,456 | $6,166+69.6% | $5,453+91.8% | $6,407+63.2% |
| Admin fee / account holder | $1,319 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |