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 | $186,968 | $185,905+0.6% | $170,057+9.9% | $139,487+34.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.45% | 60.56%-43.1pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $1,768 | $7,597-76.7% | $6,790-74.0% | $4,755-62.8% |
| Participant deferral / active EE | $11,950 | $11,627+2.8% | $10,411+14.8% | $6,713+78.0% |
| Admin fee / account holder | $19,300 | $15,397+25.4% | $12,826+50.5% | $11,407+69.2% |