Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $236,205 | $227,399+3.9% | $189,758+24.5% | $198,609+18.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.26% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $12,449 | $5,526+125.3% | $4,767+161.2% | $5,055+146.3% |
| Participant deferral / active EE | $7,750 | $6,837+13.4% | $5,856+32.3% | $6,977+11.1% |
| Admin fee / account holder | $4,310 | $25,162-82.9% | $20,388-78.9% | $19,030-77.4% |