Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $205,486 | $114,119+80.1% | $107,187+91.7% | $138,895+47.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 91.74% | 273.21%-181.5pp | 204.55%-112.8pp | 145.39%-53.7pp |
| Employer contribution / active EE | $3,966 | $4,059-2.3% | $3,782+4.9% | $4,194-5.4% |
| Participant deferral / active EE | $13,697 | $5,538+147.3% | $5,096+168.8% | $6,396+114.1% |
| Admin fee / account holder | $610 | $10,024-93.9% | $9,162-93.3% | $12,562-95.1% |