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 | $167,968 | $228,395-26.5% | $185,861-9.6% | $158,982+5.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 12.12% | 40.82%-28.7pp | 35.96%-23.8pp | 302.99%-290.9pp |
| Employer contribution / active EE | $3,221 | $4,968-35.2% | $4,088-21.2% | $4,763-32.4% |
| Participant deferral / active EE | $12,034 | $6,417+87.5% | $5,634+113.6% | $5,983+101.1% |
| Admin fee / account holder | $1,771 | $11,869-85.1% | $9,503-81.4% | $11,252-84.3% |