Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $225,187 | $181,062+24.4% | $158,223+42.3% | $155,188+45.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 17.49% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $26,779 | $4,565+486.7% | $4,109+551.8% | $4,248+530.4% |
| Participant deferral / active EE | $6,039 | $6,134-1.6% | $5,467+10.5% | $6,531-7.5% |
| Admin fee / account holder | $45,296 | $18,825+140.6% | $16,047+182.3% | $14,480+212.8% |