Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $221,294 | $160,070+38.2% | $147,117+50.4% | $145,897+51.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 11.35% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,573 | $5,285+62.2% | $4,932+73.8% | $4,663+83.9% |
| Participant deferral / active EE | $13,053 | $8,419+55.0% | $8,065+61.9% | $6,689+95.1% |
| Admin fee / account holder | $503 | $15,035-96.7% | $12,993-96.1% | $13,390-96.2% |