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 | $186,513 | $127,387+46.4% | $115,038+62.1% | $125,389+48.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.65% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $11,159 | $5,166+116.0% | $4,608+142.2% | $4,866+129.3% |
| Participant deferral / active EE | $11,180 | $6,423+74.1% | $6,026+85.5% | $5,352+108.9% |
| Admin fee / account holder | $13,411 | $9,516+40.9% | $8,175+64.0% | $9,541+40.6% |