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 | $190,586 | $183,539+3.8% | $155,556+22.5% | $145,897+30.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 9.47% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $13,257 | $5,315+149.4% | $4,675+183.6% | $4,663+184.3% |
| Participant deferral / active EE | $12,031 | $6,467+86.0% | $5,631+113.7% | $6,689+79.9% |
| Admin fee / account holder | $15,377 | $19,275-20.2% | $15,885-3.2% | $13,390+14.8% |