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 | $159,308 | $157,304+1.3% | $141,197+12.8% | $152,909+4.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 21.64% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,558 | $5,263-51.4% | $4,736-46.0% | $4,764-46.3% |
| Participant deferral / active EE | $5,586 | $7,111-21.5% | $6,710-16.8% | $5,851-4.5% |
| Admin fee / account holder | $27,381 | $12,126+125.8% | $10,265+166.7% | $11,601+136.0% |