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 | $146,571 | $197,637-25.8% | $177,848-17.6% | $158,982-7.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.83% | 58.77%-41.9pp | 48.33%-31.5pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,787 | $6,698-58.4% | $5,919-52.9% | $4,763-41.5% |
| Participant deferral / active EE | $8,662 | $8,405+3.1% | $7,714+12.3% | $5,983+44.8% |
| Admin fee / account holder | $23,711 | $15,406+53.9% | $12,431+90.7% | $11,252+110.7% |