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 | $243,017 | $212,386+14.4% | $199,883+21.6% | $138,895+75.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 19.99% | 47.75%-27.8pp | 43.81%-23.8pp | 145.39%-125.4pp |
| Employer contribution / active EE | $8,742 | $6,625+32.0% | $6,261+39.6% | $4,194+108.4% |
| Participant deferral / active EE | $7,452 | $9,617-22.5% | $9,138-18.5% | $6,396+16.5% |
| Admin fee / account holder | $16,866 | $18,233-7.5% | $17,268-2.3% | $12,562+34.3% |