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 | $140,692 | $165,361-14.9% | $149,715-6.0% | $158,950-11.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.74% | 348.24%-335.5pp | 276.66%-263.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $4,587 | $5,103-10.1% | $4,645-1.2% | $4,762-3.7% |
| Participant deferral / active EE | $16,388 | $7,182+128.2% | $6,842+139.5% | $5,983+173.9% |
| Admin fee / account holder | $51,155 | $10,808+373.3% | $9,310+449.5% | $11,248+354.8% |