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 | $199,692 | $148,623+34.4% | $135,974+46.9% | $139,466+43.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.06% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,871 | $5,246-45.3% | $4,859-40.9% | $4,754-39.6% |
| Participant deferral / active EE | $9,938 | $8,103+22.6% | $7,760+28.1% | $6,712+48.1% |
| Admin fee / account holder | $1,080 | $12,406-91.3% | $10,767-90.0% | $11,409-90.5% |