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 | $208,596 | $156,398+33.4% | $147,318+41.6% | $138,895+50.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,535 | $4,853-47.8% | $4,593-44.8% | $4,194-39.6% |
| Participant deferral / active EE | $6,067 | $8,237-26.4% | $7,906-23.3% | $6,396-5.1% |
| Admin fee / account holder | $11,528 | $14,976-23.0% | $13,708-15.9% | $12,562-8.2% |