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 | $164,462 | $176,105-6.6% | $159,474+3.1% | $167,536-1.8% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.77% | 331.91%-313.1pp | 263.68%-244.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,921 | $5,299-63.7% | $4,831-60.2% | $4,839-60.3% |
| Participant deferral / active EE | $9,932 | $7,751+28.1% | $7,353+35.1% | $6,342+56.6% |
| Admin fee / account holder | $545 | $12,559-95.7% | $10,802-95.0% | $12,315-95.6% |