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 | $204,645 | $148,623+37.7% | $135,974+50.5% | $139,466+46.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.17% | 79.30%-57.1pp | 68.30%-46.1pp | 373.66%-351.5pp |
| Employer contribution / active EE | $7,581 | $5,246+44.5% | $4,859+56.0% | $4,754+59.5% |
| Participant deferral / active EE | $7,300 | $8,103-9.9% | $7,760-5.9% | $6,712+8.8% |
| Admin fee / account holder | $1,524 | $12,406-87.7% | $10,767-85.8% | $11,409-86.6% |