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 | $188,950 | $157,276+20.1% | $141,177+33.8% | $152,885+23.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 21.62% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $13,200 | $5,262+150.9% | $4,736+178.7% | $4,763+177.1% |
| Participant deferral / active EE | $10,016 | $7,110+40.9% | $6,710+49.3% | $5,851+71.2% |
| Admin fee / account holder | $929 | $12,123-92.3% | $10,263-90.9% | $11,598-92.0% |