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 | $156,774 | $165,351-5.2% | $149,710+4.7% | $158,931-1.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 8.44% | 348.19%-339.7pp | 276.63%-268.2pp | 302.86%-294.4pp |
| Employer contribution / active EE | $4,621 | $5,103-9.5% | $4,645-0.5% | $4,761-3.0% |
| Participant deferral / active EE | $8,118 | $7,181+13.0% | $6,842+18.6% | $5,982+35.7% |
| Admin fee / account holder | $51,450 | $10,807+376.1% | $9,309+452.7% | $11,247+357.5% |