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 | $159,784 | $160,028-0.2% | $147,080+8.6% | $145,884+9.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 10.70% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,126 | $5,286-40.9% | $4,933-36.6% | $4,662-32.9% |
| Participant deferral / active EE | $7,108 | $8,422-15.6% | $8,066-11.9% | $6,690+6.3% |
| Admin fee / account holder | $12,921 | $15,030-14.0% | $12,989-0.5% | $13,392-3.5% |