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 | $197,069 | $110,379+78.5% | $102,412+92.4% | $145,884+35.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.78% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,633 | $4,216-13.8% | $3,870-6.1% | $4,662-22.1% |
| Participant deferral / active EE | $6,273 | $5,622+11.6% | $5,060+24.0% | $6,690-6.2% |
| Admin fee / account holder | $7,734 | $9,745-20.6% | $8,388-7.8% | $13,392-42.2% |