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 | $177,745 | $176,105+0.9% | $159,474+11.5% | $167,536+6.1% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 12.73% | 331.91%-319.2pp | 263.68%-250.9pp | 478.82%-466.1pp |
| Employer contribution / active EE | $10,271 | $5,299+93.8% | $4,831+112.6% | $4,839+112.3% |
| Participant deferral / active EE | $8,754 | $7,751+12.9% | $7,353+19.0% | $6,342+38.0% |
| Admin fee / account holder | $3,378 | $12,559-73.1% | $10,802-68.7% | $12,315-72.6% |