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 | $241,475 | $197,594+22.2% | $177,822+35.8% | $158,931+51.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 12.65% | 58.76%-46.1pp | 48.32%-35.7pp | 302.86%-290.2pp |
| Employer contribution / active EE | $2,016 | $6,697-69.9% | $5,918-65.9% | $4,761-57.7% |
| Participant deferral / active EE | $6,274 | $8,405-25.4% | $7,714-18.7% | $5,982+4.9% |
| Admin fee / account holder | $16,119 | $15,400+4.7% | $12,428+29.7% | $11,247+43.3% |