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 | $161,112 | $169,356-4.9% | $129,406+24.5% | $145,897+10.4% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 13.52% | 14418.62%-14405.1pp | 9468.18%-9454.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,039 | $5,542-27.1% | $4,155-2.8% | $4,663-13.4% |
| Participant deferral / active EE | $10,890 | $4,987+118.4% | $4,167+161.3% | $6,689+62.8% |
| Admin fee / account holder | $2,607 | $9,915-73.7% | $7,689-66.1% | $13,390-80.5% |