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 | $156,717 | $165,399-5.2% | $149,745+4.7% | $158,982-1.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 22.31% | 348.34%-326.0pp | 276.72%-254.4pp | 302.99%-280.7pp |
| Employer contribution / active EE | $1,994 | $5,105-60.9% | $4,646-57.1% | $4,763-58.1% |
| Participant deferral / active EE | $6,921 | $7,183-3.6% | $6,843+1.1% | $5,983+15.7% |
| Admin fee / account holder | $1,240 | $10,811-88.5% | $9,312-86.7% | $11,252-89.0% |