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 | $209,067 | $227,633-8.2% | $189,597+10.3% | $167,553+24.8% |
| Participation rate | 78.9% | 82.5%-3.6pp | 78.4%+0.5pp | 82.1%-3.2pp |
| Annual return | 9.91% | 78.45%-68.5pp | 64.20%-54.3pp | 478.89%-469.0pp |
| Employer contribution / active EE | $7,714 | $5,317+45.1% | $4,412+74.8% | $4,840+59.4% |
| Participant deferral / active EE | $16,500 | $7,003+135.6% | $6,174+167.3% | $6,343+160.1% |
| Admin fee / account holder | $41,002 | $11,879+245.2% | $9,807+318.1% | $12,316+232.9% |