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 | $170,789 | $167,504+2.0% | $151,628+12.6% | $134,509+27.0% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -5.21% | 7.81%-13.0pp | 3.34%-8.5pp | 418.13%-423.3pp |
| Employer contribution / active EE | $1,650 | $6,828-75.8% | $6,165-73.2% | $4,741-65.2% |
| Participant deferral / active EE | $7,576 | $8,985-15.7% | $8,363-9.4% | $6,400+18.4% |
| Admin fee / account holder | $666 | $13,779-95.2% | $11,613-94.3% | $11,427-94.2% |