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 | $174,509 | $175,259-0.4% | $149,723+16.6% | $139,487+25.1% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 15.13% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $4,073 | $5,478-25.6% | $4,821-15.5% | $4,755-14.3% |
| Participant deferral / active EE | $9,935 | $6,522+52.3% | $5,682+74.8% | $6,713+48.0% |
| Admin fee / account holder | $2,447 | $16,158-84.9% | $13,215-81.5% | $11,407-78.5% |