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 | $206,033 | $175,259+17.6% | $149,723+37.6% | $139,487+47.7% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 15.30% | 166.82%-151.5pp | 134.50%-119.2pp | 373.84%-358.5pp |
| Employer contribution / active EE | $2,071 | $5,478-62.2% | $4,821-57.0% | $4,755-56.4% |
| Participant deferral / active EE | $6,369 | $6,522-2.3% | $5,682+12.1% | $6,713-5.1% |
| Admin fee / account holder | $902 | $16,158-94.4% | $13,215-93.2% | $11,407-92.1% |