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 | $211,159 | $198,457+6.4% | $170,435+23.9% | $147,586+43.1% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 15.33% | 257.30%-242.0pp | 205.94%-190.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $7,387 | $6,183+19.5% | $5,432+36.0% | $4,876+51.5% |
| Participant deferral / active EE | $8,185 | $5,629+45.4% | $4,939+65.7% | $5,439+50.5% |
| Admin fee / account holder | $3,051 | $16,852-81.9% | $13,881-78.0% | $10,886-72.0% |