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 | $171,607 | $157,304+9.1% | $141,197+21.5% | $152,909+12.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.51% | 64.34%-41.8pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,489 | $7,111-8.7% | $6,710-3.3% | $5,851+10.9% |
| Admin fee / account holder | $1,089 | $12,126-91.0% | $10,265-89.4% | $11,601-90.6% |