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 | $192,371 | $183,592+4.8% | $155,574+23.7% | $145,877+31.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.08% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $6,241 | $5,317+17.4% | $4,676+33.5% | $4,663+33.8% |
| Participant deferral / active EE | $4,108 | $6,466-36.5% | $5,629-27.0% | $6,691-38.6% |
| Admin fee / account holder | $445 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |