Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $194,395 | $111,535+74.3% | $105,223+84.7% | $137,256+41.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 18.98% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $17,844 | $3,939+353.0% | $3,689+383.8% | $4,156+329.3% |
| Participant deferral / active EE | $7,395 | $5,500+34.5% | $5,072+45.8% | $6,407+15.4% |
| Admin fee / account holder | $1,476 | $9,721-84.8% | $8,859-83.3% | $12,270-88.0% |