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 | $143,884 | $157,304-8.5% | $141,197+1.9% | $152,909-5.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.79% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $16,712 | $5,263+217.6% | $4,736+252.9% | $4,764+250.8% |
| Participant deferral / active EE | $12,771 | $7,111+79.6% | $6,710+90.3% | $5,851+118.3% |
| Admin fee / account holder | $7,437 | $12,126-38.7% | $10,265-27.5% | $11,601-35.9% |