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 | $173,736 | $176,120-1.4% | $159,487+8.9% | $167,553+3.7% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.05% | 331.95%-319.9pp | 263.71%-251.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,369 | $5,299-74.2% | $4,831-71.7% | $4,840-71.7% |
| Participant deferral / active EE | $8,011 | $7,752+3.3% | $7,354+8.9% | $6,343+26.3% |
| Admin fee / account holder | $4,174 | $12,561-66.8% | $10,804-61.4% | $12,316-66.1% |