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 | $189,905 | $157,296+20.7% | $141,191+34.5% | $152,897+24.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.19% | 64.34%-42.1pp | 71.41%-49.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $3,454 | $5,262-34.4% | $4,736-27.1% | $4,764-27.5% |
| Participant deferral / active EE | $8,855 | $7,111+24.5% | $6,710+32.0% | $5,851+51.3% |
| Admin fee / account holder | $10,489 | $12,125-13.5% | $10,264+2.2% | $11,599-9.6% |