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 | $187,024 | $108,942+71.7% | $100,415+86.3% | $145,897+28.2% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 13.54% | 58.27%-44.7pp | 49.47%-35.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,113 | $4,422-29.6% | $3,943-21.1% | $4,663-33.2% |
| Participant deferral / active EE | $9,260 | $8,461+9.4% | $8,091+14.4% | $6,689+38.4% |
| Admin fee / account holder | $47,357 | $9,702+388.1% | $7,906+499.0% | $13,390+253.7% |