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 | $195,141 | $125,193+55.9% | $105,591+84.8% | $145,978+33.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 25.42% | 225.53%-200.1pp | 116.43%-91.0pp | 550.52%-525.1pp |
| Employer contribution / active EE | $2,285 | $3,718-38.5% | $3,166-27.8% | $4,662-51.0% |
| Participant deferral / active EE | $4,276 | $5,708-25.1% | $5,008-14.6% | $6,690-36.1% |
| Admin fee / account holder | $10,606 | $17,277-38.6% | $11,024-3.8% | $13,400-20.9% |