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 | $170,042 | $183,592-7.4% | $155,574+9.3% | $145,877+16.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 17.94% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $10,599 | $5,317+99.4% | $4,676+126.7% | $4,663+127.3% |
| Participant deferral / active EE | $5,413 | $6,466-16.3% | $5,629-3.8% | $6,691-19.1% |
| Admin fee / account holder | $6,569 | $19,316-66.0% | $15,914-58.7% | $13,402-51.0% |