Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $227,789 | $165,361+37.8% | $149,715+52.1% | $158,950+43.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.81% | 348.24%-333.4pp | 276.66%-261.9pp | 302.91%-288.1pp |
| Employer contribution / active EE | $8,829 | $5,103+73.0% | $4,645+90.1% | $4,762+85.4% |
| Participant deferral / active EE | $11,997 | $7,182+67.0% | $6,842+75.3% | $5,983+100.5% |
| Admin fee / account holder | $7,605 | $10,808-29.6% | $9,310-18.3% | $11,248-32.4% |