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 | $182,176 | $157,304+15.8% | $141,197+29.0% | $152,909+19.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.88% | 64.34%-38.5pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $3,522 | $5,263-33.1% | $4,736-25.6% | $4,764-26.1% |
| Participant deferral / active EE | $6,578 | $7,111-7.5% | $6,710-2.0% | $5,851+12.4% |
| Admin fee / account holder | $991 | $12,126-91.8% | $10,265-90.3% | $11,601-91.5% |