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 | $170,976 | $166,089+2.9% | $164,928+3.7% | $145,978+17.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.71% | 100.26%-85.5pp | 70.08%-55.4pp | 550.52%-535.8pp |
| Employer contribution / active EE | $9,501 | $5,276+80.1% | $4,343+118.8% | $4,662+103.8% |
| Participant deferral / active EE | $8,871 | $6,961+27.4% | $6,034+47.0% | $6,690+32.6% |
| Admin fee / account holder | $3,693 | $16,641-77.8% | $12,684-70.9% | $13,400-72.4% |