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 | $169,733 | $185,856-8.7% | $170,028-0.2% | $139,456+21.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.68% | 60.52%-39.8pp | 53.39%-32.7pp | 373.45%-352.8pp |
| Employer contribution / active EE | $12,836 | $7,593+69.0% | $6,788+89.1% | $4,753+170.1% |
| Participant deferral / active EE | $15,887 | $11,623+36.7% | $10,409+52.6% | $6,711+136.7% |
| Admin fee / account holder | $21,105 | $15,387+37.2% | $12,820+64.6% | $11,407+85.0% |