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 | $175,601 | $165,399+6.2% | $149,745+17.3% | $158,982+10.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.40% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,704 | $5,105-47.0% | $4,646-41.8% | $4,763-43.2% |
| Participant deferral / active EE | $8,322 | $7,183+15.9% | $6,843+21.6% | $5,983+39.1% |
| Admin fee / account holder | $2,371 | $10,811-78.1% | $9,312-74.5% | $11,252-78.9% |