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 | $191,853 | $197,637-2.9% | $177,848+7.9% | $158,982+20.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 27.08% | 58.77%-31.7pp | 48.33%-21.2pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,892 | $6,698-71.7% | $5,919-68.0% | $4,763-60.3% |
| Participant deferral / active EE | $5,161 | $8,405-38.6% | $7,714-33.1% | $5,983-13.7% |
| Admin fee / account holder | $800 | $15,406-94.8% | $12,431-93.6% | $11,252-92.9% |