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 | $142,723 | $148,623-4.0% | $135,974+5.0% | $139,466+2.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 16.18% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $5,906 | $5,246+12.6% | $4,859+21.5% | $4,754+24.2% |
| Participant deferral / active EE | $6,721 | $8,103-17.1% | $7,760-13.4% | $6,712+0.1% |
| Admin fee / account holder | $1,748 | $12,406-85.9% | $10,767-83.8% | $11,409-84.7% |