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 | $215,472 | $148,582+45.0% | $135,942+58.5% | $139,456+54.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 15.27% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $8,850 | $5,245+68.7% | $4,858+82.2% | $4,753+86.2% |
| Participant deferral / active EE | $9,685 | $8,101+19.6% | $7,759+24.8% | $6,711+44.3% |
| Admin fee / account holder | $22,168 | $12,402+78.7% | $10,764+105.9% | $11,407+94.3% |