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 | $168,015 | $176,794-5.0% | $146,647+14.6% | $167,553+0.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 12.51% | 24.04%-11.5pp | 22.75%-10.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,452 | $5,161-71.9% | $4,137-64.9% | $4,840-70.0% |
| Participant deferral / active EE | $6,312 | $6,440-2.0% | $5,506+14.6% | $6,343-0.5% |
| Admin fee / account holder | $91,903 | $13,262+593.0% | $10,281+793.9% | $12,316+646.2% |