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 | $210,222 | $123,155+70.7% | $108,753+93.3% | $155,188+35.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 11.20% | 44.73%-33.5pp | 37.47%-26.3pp | 148.84%-137.6pp |
| Employer contribution / active EE | $4,996 | $2,811+77.7% | $2,427+105.9% | $4,248+17.6% |
| Participant deferral / active EE | $9,599 | $4,623+107.6% | $4,115+133.3% | $6,531+47.0% |
| Admin fee / account holder | $36,558 | $12,126+201.5% | $10,320+254.3% | $14,480+152.5% |