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 | $163,573 | $183,592-10.9% | $155,574+5.1% | $145,877+12.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.93% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $4,163 | $5,317-21.7% | $4,676-11.0% | $4,663-10.7% |
| Participant deferral / active EE | $6,781 | $6,466+4.9% | $5,629+20.5% | $6,691+1.3% |
| Admin fee / account holder | $13,802 | $19,316-28.5% | $15,914-13.3% | $13,402+3.0% |