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 | $222,444 | $148,623+49.7% | $135,974+63.6% | $139,466+59.5% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 16.76% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,566 | $5,246-13.0% | $4,859-6.0% | $4,754-3.9% |
| Participant deferral / active EE | $7,344 | $8,103-9.4% | $7,760-5.4% | $6,712+9.4% |
| Admin fee / account holder | $1,126 | $12,406-90.9% | $10,767-89.5% | $11,409-90.1% |