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 | $236,039 | $209,336+12.8% | $197,124+19.7% | $137,256+72.0% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 16.59% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $10,180 | $6,591+54.5% | $6,227+63.5% | $4,156+144.9% |
| Participant deferral / active EE | $19,305 | $9,614+100.8% | $9,135+111.3% | $6,407+201.3% |
| Admin fee / account holder | $8,576 | $17,308-50.4% | $16,298-47.4% | $12,270-30.1% |