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 | $185,183 | $167,522+10.5% | $151,639+22.1% | $134,532+37.6% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-4.0pp |
| Annual return | -15.40% | 7.81%-23.2pp | 3.34%-18.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $10,839 | $6,828+58.7% | $6,165+75.8% | $4,741+128.6% |
| Participant deferral / active EE | $17,840 | $8,986+98.5% | $8,363+113.3% | $6,401+178.7% |
| Admin fee / account holder | $10,377 | $13,780-24.7% | $11,613-10.6% | $11,429-9.2% |