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 | $180,518 | $157,829+14.4% | $136,867+31.9% | $198,609-9.1% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 12.47% | 51.25%-38.8pp | 42.97%-30.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $6,370 | $3,923+62.4% | $3,547+79.6% | $5,055+26.0% |
| Participant deferral / active EE | $8,848 | $5,463+62.0% | $4,924+79.7% | $6,977+26.8% |
| Admin fee / account holder | $40,091 | $11,107+260.9% | $10,340+287.7% | $19,030+110.7% |