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 | $241,158 | $196,972+22.4% | $182,262+32.3% | $198,609+21.4% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 15.25% | 158.27%-143.0pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $12,794 | $5,364+138.5% | $5,046+153.6% | $5,055+153.1% |
| Participant deferral / active EE | $7,013 | $8,643-18.9% | $8,276-15.3% | $6,977+0.5% |
| Admin fee / account holder | $81,304 | $18,429+341.2% | $16,712+386.5% | $19,030+327.2% |