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 | $187,848 | $148,582+26.4% | $135,942+38.2% | $139,456+34.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.87% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $5,531 | $5,245+5.5% | $4,858+13.9% | $4,753+16.4% |
| Participant deferral / active EE | $8,739 | $8,101+7.9% | $7,759+12.6% | $6,711+30.2% |
| Admin fee / account holder | $8,866 | $12,402-28.5% | $10,764-17.6% | $11,407-22.3% |