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 | $169,420 | $183,516-7.7% | $155,534+8.9% | $145,884+16.1% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 11.23% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $13,877 | $5,315+161.1% | $4,675+196.9% | $4,662+197.6% |
| Participant deferral / active EE | $6,485 | $6,467+0.3% | $5,630+15.2% | $6,690-3.1% |
| Admin fee / account holder | $5,463 | $19,293-71.7% | $15,900-65.6% | $13,392-59.2% |