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 | $193,653 | $183,592+5.5% | $155,567+24.5% | $145,959+32.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.56% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,310 | $5,315-37.7% | $4,674-29.2% | $4,661-29.0% |
| Participant deferral / active EE | $4,342 | $6,464-32.8% | $5,628-22.9% | $6,689-35.1% |
| Admin fee / account holder | $6,866 | $19,318-64.5% | $15,916-56.9% | $13,398-48.8% |