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 | $171,806 | $183,539-6.4% | $155,556+10.4% | $145,897+17.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.49% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $4,388 | $5,315-17.4% | $4,675-6.1% | $4,663-5.9% |
| Participant deferral / active EE | $7,229 | $6,467+11.8% | $5,631+28.4% | $6,689+8.1% |
| Admin fee / account holder | $6,299 | $19,275-67.3% | $15,885-60.3% | $13,390-53.0% |