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 | $181,976 | $198,457-8.3% | $170,435+6.8% | $147,586+23.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.02% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $6,405 | $6,183+3.6% | $5,432+17.9% | $4,876+31.3% |
| Participant deferral / active EE | $3,820 | $5,629-32.1% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $1,688 | $16,852-90.0% | $13,881-87.8% | $10,886-84.5% |