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 | $191,861 | $166,089+15.5% | $164,928+16.3% | $145,978+31.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.04% | 100.26%-85.2pp | 70.08%-55.0pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,347 | $5,276-55.5% | $4,343-46.0% | $4,662-49.7% |
| Participant deferral / active EE | $9,387 | $6,961+34.8% | $6,034+55.6% | $6,690+40.3% |
| Admin fee / account holder | $36,707 | $16,641+120.6% | $12,684+189.4% | $13,400+173.9% |