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 | $220,313 | $183,539+20.0% | $155,556+41.6% | $145,897+51.0% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 10.53% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $6,800 | $5,315+27.9% | $4,675+45.4% | $4,663+45.9% |
| Participant deferral / active EE | $8,027 | $6,467+24.1% | $5,631+42.6% | $6,689+20.0% |
| Admin fee / account holder | $6,441 | $19,275-66.6% | $15,885-59.5% | $13,390-51.9% |