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 | $166,570 | $185,312-10.1% | $161,489+3.1% | $154,746+7.6% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 15.28% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $7,409 | $4,769+55.3% | $4,268+73.6% | $4,379+69.2% |
| Participant deferral / active EE | $4,510 | $6,350-29.0% | $5,630-19.9% | $6,730-33.0% |
| Admin fee / account holder | $6,097 | $18,654-67.3% | $16,006-61.9% | $14,365-57.6% |