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 | $159,037 | $156,398+1.7% | $147,318+8.0% | $138,895+14.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 17.02% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,813 | $4,853-21.4% | $4,593-17.0% | $4,194-9.1% |
| Participant deferral / active EE | $7,340 | $8,237-10.9% | $7,906-7.2% | $6,396+14.8% |
| Admin fee / account holder | $45,514 | $14,976+203.9% | $13,708+232.0% | $12,562+262.3% |