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 | $151,388 | $160,040-5.4% | $147,096+2.9% | $145,877+3.8% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 16.56% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $4,326 | $5,289-18.2% | $4,936-12.4% | $4,663-7.2% |
| Participant deferral / active EE | $9,226 | $8,429+9.5% | $8,071+14.3% | $6,691+37.9% |
| Admin fee / account holder | $11,863 | $15,050-21.2% | $13,005-8.8% | $13,402-11.5% |