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 | $199,765 | $202,463-1.3% | $169,397+17.9% | $139,487+43.2% |
| Participation rate | 88.2% | 81.1%+7.1pp | 77.2%+11.1pp | 80.3%+7.9pp |
| Annual return | 10.95% | 532.64%-521.7pp | 406.23%-395.3pp | 373.84%-362.9pp |
| Employer contribution / active EE | $4,232 | $4,694-9.8% | $4,013+5.4% | $4,755-11.0% |
| Participant deferral / active EE | $7,449 | $6,941+7.3% | $6,223+19.7% | $6,713+11.0% |
| Admin fee / account holder | $56,327 | $10,726+425.1% | $9,017+524.7% | $11,407+393.8% |