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 | $168,301 | $152,619+10.3% | $125,195+34.4% | $152,909+10.1% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.5%+12.8pp |
| Annual return | 27.05% | 54.85%-27.8pp | 43.79%-16.7pp | 345.46%-318.4pp |
| Employer contribution / active EE | $2,122 | $4,947-57.1% | $3,866-45.1% | $4,764-55.5% |
| Participant deferral / active EE | $6,820 | $5,869+16.2% | $4,937+38.1% | $5,851+16.6% |
| Admin fee / account holder | $867 | $13,437-93.5% | $9,704-91.1% | $11,601-92.5% |