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 | $189,897 | $176,105+7.8% | $159,474+19.1% | $167,536+13.3% |
| Participation rate | 85.0% | 85.0%0pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 13.52% | 331.91%-318.4pp | 263.68%-250.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,920 | $5,299-63.8% | $4,831-60.3% | $4,839-60.3% |
| Participant deferral / active EE | $6,715 | $7,751-13.4% | $7,353-8.7% | $6,342+5.9% |
| Admin fee / account holder | $7,921 | $12,559-36.9% | $10,802-26.7% | $12,315-35.7% |