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 | $216,467 | $107,353+101.6% | $92,903+133.0% | $152,885+41.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 18.47% | 145.62%-127.1pp | 109.43%-91.0pp | 345.39%-326.9pp |
| Employer contribution / active EE | $3,587 | $4,222-15.0% | $3,653-1.8% | $4,763-24.7% |
| Participant deferral / active EE | $9,435 | $4,848+94.6% | $4,238+122.6% | $5,851+61.3% |
| Admin fee / account holder | $2,548 | $7,081-64.0% | $5,795-56.0% | $11,598-78.0% |