Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $157,853 | $154,193+2.4% | $130,045+21.4% | $139,466+13.2% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 13.80% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,992 | $5,292-24.6% | $4,321-7.6% | $4,754-16.0% |
| Participant deferral / active EE | $9,787 | $6,709+45.9% | $5,820+68.2% | $6,712+45.8% |
| Admin fee / account holder | $2,397 | $13,989-82.9% | $10,600-77.4% | $11,409-79.0% |