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 | $247,913 | $156,398+58.5% | $147,318+68.3% | $138,895+78.5% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 20.07% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $9,516 | $4,853+96.1% | $4,593+107.2% | $4,194+126.9% |
| Participant deferral / active EE | $13,647 | $8,237+65.7% | $7,906+72.6% | $6,396+113.4% |
| Admin fee / account holder | $9,098 | $14,976-39.2% | $13,708-33.6% | $12,562-27.6% |