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 | $180,430 | $198,457-9.1% | $170,435+5.9% | $147,586+22.3% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 21.67% | 257.30%-235.6pp | 205.94%-184.3pp | 578.59%-556.9pp |
| Employer contribution / active EE | $14,165 | $6,183+129.1% | $5,432+160.7% | $4,876+190.5% |
| Participant deferral / active EE | $6,732 | $5,629+19.6% | $4,939+36.3% | $5,439+23.8% |
| Admin fee / account holder | $1,195 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |