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 | $196,432 | $185,883+5.7% | $170,043+15.5% | $139,466+40.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.15% | 60.54%-44.4pp | 53.40%-37.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $20,141 | $7,596+165.1% | $6,790+196.6% | $4,754+323.7% |
| Participant deferral / active EE | $12,591 | $11,626+8.3% | $10,410+21.0% | $6,712+87.6% |
| Admin fee / account holder | $3,065 | $15,393-80.1% | $12,824-76.1% | $11,409-73.1% |