Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $198,186 | $156,398+26.7% | $147,318+34.5% | $138,895+42.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.03% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,762 | $4,853-43.1% | $4,593-39.9% | $4,194-34.2% |
| Participant deferral / active EE | $6,365 | $8,237-22.7% | $7,906-19.5% | $6,396-0.5% |
| Admin fee / account holder | $2,149 | $14,976-85.7% | $13,708-84.3% | $12,562-82.9% |