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 | $241,158 | $154,228+56.4% | $145,433+65.8% | $137,256+75.7% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $12,794 | $4,804+166.3% | $4,554+180.9% | $4,156+207.8% |
| Participant deferral / active EE | $7,013 | $8,216-14.6% | $7,897-11.2% | $6,407+9.5% |
| Admin fee / account holder | $81,304 | $14,344+466.8% | $13,129+519.3% | $12,270+562.6% |