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 | $194,004 | $227,399-14.7% | $189,758+2.2% | $198,609-2.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 8.94% | 61.03%-52.1pp | 52.62%-43.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $5,276 | $5,526-4.5% | $4,767+10.7% | $5,055+4.4% |
| Participant deferral / active EE | $4,679 | $6,837-31.6% | $5,856-20.1% | $6,977-32.9% |
| Admin fee / account holder | $6,901 | $25,162-72.6% | $20,388-66.2% | $19,030-63.7% |