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 | $196,945 | $202,430-2.7% | $169,369+16.3% | $139,427+41.3% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.2%+17.3pp | 80.3%+14.1pp |
| Annual return | 15.34% | 531.86%-516.5pp | 405.70%-390.4pp | 373.27%-357.9pp |
| Employer contribution / active EE | $3,925 | $4,690-16.3% | $4,011-2.1% | $4,752-17.4% |
| Participant deferral / active EE | $9,433 | $6,938+36.0% | $6,221+51.6% | $6,711+40.6% |
| Admin fee / account holder | $829 | $10,716-92.3% | $9,009-90.8% | $11,404-92.7% |