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 | $159,526 | $172,111-7.3% | $150,298+6.1% | $137,256+16.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,092 | $4,636+31.4% | $4,154+46.6% | $4,156+46.6% |
| Participant deferral / active EE | $5,801 | $6,166-5.9% | $5,453+6.4% | $6,407-9.5% |
| Admin fee / account holder | $4,464 | $16,471-72.9% | $14,116-68.4% | $12,270-63.6% |