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 | $198,589 | $197,603+0.5% | $177,827+11.7% | $158,950+24.9% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 24.13% | 58.76%-34.6pp | 48.32%-24.2pp | 302.91%-278.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,265 | $8,404+10.2% | $7,713+20.1% | $5,983+54.9% |
| Admin fee / account holder | $13,719 | $15,402-10.9% | $12,429+10.4% | $11,248+22.0% |