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 | $231,248 | $180,749+27.9% | $160,784+43.8% | $137,256+68.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 15.74% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,951 | $4,155-4.9% | $3,733+5.8% | $4,156-4.9% |
| Participant deferral / active EE | $12,143 | $6,844+77.4% | $6,293+93.0% | $6,407+89.5% |
| Admin fee / account holder | $3,352 | $10,397-67.8% | $9,717-65.5% | $12,270-72.7% |