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 | $185,457 | $178,174+4.1% | $156,181+18.7% | $137,256+35.1% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 13.11% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,937 | $4,972-40.9% | $4,294-31.6% | $4,156-29.3% |
| Participant deferral / active EE | $6,347 | $6,888-7.9% | $6,132+3.5% | $6,407-0.9% |
| Admin fee / account holder | $17,041 | $17,404-2.1% | $14,586+16.8% | $12,270+38.9% |