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 | $186,463 | $162,136+15.0% | $152,301+22.4% | $154,746+20.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.43% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $10,601 | $4,890+116.8% | $4,624+129.2% | $4,379+142.1% |
| Participant deferral / active EE | $13,414 | $8,341+60.8% | $8,004+67.6% | $6,730+99.3% |
| Admin fee / account holder | $17,663 | $15,759+12.1% | $14,398+22.7% | $14,365+23.0% |