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 | $233,185 | $97,125+140.1% | $86,233+170.4% | $137,256+69.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 17.22% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,498 | $2,841-12.1% | $2,504-0.2% | $4,156-39.9% |
| Participant deferral / active EE | $7,218 | $5,180+39.4% | $4,559+58.3% | $6,407+12.7% |
| Admin fee / account holder | $4,585 | $9,725-52.9% | $8,342-45.0% | $12,270-62.6% |