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 | $176,349 | $162,812+8.3% | $133,971+31.6% | $158,966+10.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.99% | 41.94%-33.0pp | 45.09%-36.1pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,008 | $4,976-79.7% | $3,919-74.3% | $4,762-78.8% |
| Participant deferral / active EE | $2,331 | $5,910-60.6% | $5,047-53.8% | $5,983-61.0% |
| Admin fee / account holder | $11,753 | $11,741+0.1% | $8,929+31.6% | $11,250+4.5% |