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 | $188,069 | $166,242+13.1% | $165,071+13.9% | $145,884+28.9% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.4pp | 80.3%-3.0pp |
| Annual return | 14.16% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $3,307 | $5,283-37.4% | $4,347-23.9% | $4,662-29.1% |
| Participant deferral / active EE | $8,960 | $6,964+28.7% | $6,035+48.5% | $6,690+33.9% |
| Admin fee / account holder | $12,126 | $16,658-27.2% | $12,695-4.5% | $13,392-9.5% |