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 | $212,733 | $114,119+86.4% | $107,187+98.5% | $138,895+53.2% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 79.9%+15.7pp |
| Annual return | 14.80% | 273.21%-258.4pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $4,986 | $4,059+22.8% | $3,782+31.8% | $4,194+18.9% |
| Participant deferral / active EE | $9,056 | $5,538+63.5% | $5,096+77.7% | $6,396+41.6% |
| Admin fee / account holder | $551 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |