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 | $151,909 | $165,381-8.1% | $149,730+1.5% | $158,966-4.4% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 12.51% | 348.29%-335.8pp | 276.70%-264.2pp | 302.95%-290.4pp |
| Employer contribution / active EE | $3,504 | $5,104-31.4% | $4,645-24.6% | $4,762-26.4% |
| Participant deferral / active EE | $7,130 | $7,182-0.7% | $6,843+4.2% | $5,983+19.2% |
| Admin fee / account holder | $4,539 | $10,809-58.0% | $9,310-51.2% | $11,250-59.7% |