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 | $232,148 | $156,398+48.4% | $147,318+57.6% | $138,895+67.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.35% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,174 | $4,853-14.0% | $4,593-9.1% | $4,194-0.5% |
| Participant deferral / active EE | $13,721 | $8,237+66.6% | $7,906+73.5% | $6,396+114.5% |
| Admin fee / account holder | $3,891 | $14,976-74.0% | $13,708-71.6% | $12,562-69.0% |