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 | $247,860 | $227,399+9.0% | $189,758+30.6% | $198,609+24.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 14.15% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $16,734 | $5,526+202.8% | $4,767+251.1% | $5,055+231.0% |
| Participant deferral / active EE | $10,891 | $6,837+59.3% | $5,856+86.0% | $6,977+56.1% |
| Admin fee / account holder | $1,783 | $25,162-92.9% | $20,388-91.3% | $19,030-90.6% |