Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $182,065 | $183,627-0.9% | $155,602+17.0% | $145,978+24.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.80% | 61.32%-35.5pp | 64.81%-39.0pp | 550.52%-524.7pp |
| Employer contribution / active EE | $2,806 | $5,316-47.2% | $4,675-40.0% | $4,662-39.8% |
| Participant deferral / active EE | $6,873 | $6,466+6.3% | $5,629+22.1% | $6,690+2.7% |
| Admin fee / account holder | $8,516 | $19,327-55.9% | $15,923-46.5% | $13,400-36.4% |