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 | $186,018 | $148,558+25.2% | $135,925+36.9% | $139,427+33.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.32% | 79.22%-65.9pp | 68.25%-54.9pp | 373.27%-359.9pp |
| Employer contribution / active EE | $7,157 | $5,244+36.5% | $4,857+47.3% | $4,752+50.6% |
| Participant deferral / active EE | $9,605 | $8,101+18.6% | $7,759+23.8% | $6,711+43.1% |
| Admin fee / account holder | $1,079 | $12,401-91.3% | $10,764-90.0% | $11,404-90.5% |