Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $160,565 | $124,175+29.3% | $108,405+48.1% | $167,536-4.2% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 23.89% | 1380.13%-1356.2pp | 905.55%-881.7pp | 478.82%-454.9pp |
| Employer contribution / active EE | $3,636 | $4,188-13.2% | $3,559+2.2% | $4,839-24.9% |
| Participant deferral / active EE | $10,305 | $6,908+49.2% | $6,563+57.0% | $6,342+62.5% |
| Admin fee / account holder | $1,379 | $9,457-85.4% | $7,297-81.1% | $12,315-88.8% |