Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $155,851 | $209,336-25.5% | $197,124-20.9% | $137,256+13.5% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 16.97% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,266 | $6,591-4.9% | $6,227+0.6% | $4,156+50.8% |
| Participant deferral / active EE | $20,395 | $9,614+112.1% | $9,135+123.3% | $6,407+218.3% |
| Admin fee / account holder | $11,035 | $17,308-36.2% | $16,298-32.3% | $12,270-10.1% |