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 | $153,184 | $165,381-7.4% | $149,730+2.3% | $158,966-3.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.08% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $3,061 | $5,104-40.0% | $4,645-34.1% | $4,762-35.7% |
| Participant deferral / active EE | $4,586 | $7,182-36.2% | $6,843-33.0% | $5,983-23.4% |
| Admin fee / account holder | $2,586 | $10,809-76.1% | $9,310-72.2% | $11,250-77.0% |