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 | $148,112 | $154,228-4.0% | $145,433+1.8% | $137,256+7.9% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 103.96% | 74.59%+29.4pp | 66.58%+37.4pp | 220.34%-116.4pp |
| Employer contribution / active EE | $3,585 | $4,804-25.4% | $4,554-21.3% | $4,156-13.7% |
| Participant deferral / active EE | $7,518 | $8,216-8.5% | $7,897-4.8% | $6,407+17.3% |
| Admin fee / account holder | $7,731 | $14,344-46.1% | $13,129-41.1% | $12,270-37.0% |