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 | $131,694 | $165,399-20.4% | $149,745-12.1% | $158,982-17.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.97% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $4,955 | $5,105-2.9% | $4,646+6.7% | $4,763+4.0% |
| Participant deferral / active EE | $9,499 | $7,183+32.2% | $6,843+38.8% | $5,983+58.8% |
| Admin fee / account holder | $5,474 | $10,811-49.4% | $9,312-41.2% | $11,252-51.3% |