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 | $142,599 | $148,623-4.1% | $135,974+4.9% | $139,466+2.2% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 13.89% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.8pp |
| Employer contribution / active EE | $3,262 | $5,246-37.8% | $4,859-32.9% | $4,754-31.4% |
| Participant deferral / active EE | $8,946 | $8,103+10.4% | $7,760+15.3% | $6,712+33.3% |
| Admin fee / account holder | $22,987 | $12,406+85.3% | $10,767+113.5% | $11,409+101.5% |