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 | $194,074 | $172,111+12.8% | $150,298+29.1% | $137,256+41.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 12.07% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,433 | $4,636-47.5% | $4,154-41.4% | $4,156-41.5% |
| Participant deferral / active EE | $5,993 | $6,166-2.8% | $5,453+9.9% | $6,407-6.5% |
| Admin fee / account holder | $53,379 | $16,471+224.1% | $14,116+278.2% | $12,270+335.0% |