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 | $206,338 | $212,386-2.8% | $199,883+3.2% | $138,895+48.6% |
| Participation rate | 95.5% | 87.4%+8.1pp | 86.8%+8.7pp | 79.9%+15.5pp |
| Annual return | 16.46% | 47.75%-31.3pp | 43.81%-27.4pp | 145.39%-128.9pp |
| Employer contribution / active EE | $4,138 | $6,625-37.5% | $6,261-33.9% | $4,194-1.4% |
| Participant deferral / active EE | $10,979 | $9,617+14.2% | $9,138+20.1% | $6,396+71.6% |
| Admin fee / account holder | $6,651 | $18,233-63.5% | $17,268-61.5% | $12,562-47.1% |