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 | $224,524 | $185,312+21.2% | $161,489+39.0% | $154,746+45.1% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 10.11% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,239 | $4,769-53.0% | $4,268-47.5% | $4,379-48.9% |
| Participant deferral / active EE | $4,548 | $6,350-28.4% | $5,630-19.2% | $6,730-32.4% |
| Admin fee / account holder | $55,648 | $18,654+198.3% | $16,006+247.7% | $14,365+287.4% |