Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $176,586 | $183,516-3.8% | $155,534+13.5% | $145,884+21.0% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 19.76% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $7,544 | $5,315+42.0% | $4,675+61.4% | $4,662+61.8% |
| Participant deferral / active EE | $5,186 | $6,467-19.8% | $5,630-7.9% | $6,690-22.5% |
| Admin fee / account holder | $1,513 | $19,293-92.2% | $15,900-90.5% | $13,392-88.7% |