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 | $241,082 | $209,336+15.2% | $197,124+22.3% | $137,256+75.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 71.16% | 48.09%+23.1pp | 44.34%+26.8pp | 220.34%-149.2pp |
| Employer contribution / active EE | $1,875 | $6,591-71.6% | $6,227-69.9% | $4,156-54.9% |
| Participant deferral / active EE | $9,000 | $9,614-6.4% | $9,135-1.5% | $6,407+40.5% |
| Admin fee / account holder | $13,475 | $17,308-22.1% | $16,298-17.3% | $12,270+9.8% |