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 | $221,492 | $183,539+20.7% | $155,556+42.4% | $145,897+51.8% |
| Participation rate | 87.0% | 82.7%+4.2pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 12.55% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $10,728 | $5,315+101.8% | $4,675+129.5% | $4,663+130.1% |
| Participant deferral / active EE | $5,973 | $6,467-7.6% | $5,631+6.1% | $6,689-10.7% |
| Admin fee / account holder | $1,718 | $19,275-91.1% | $15,885-89.2% | $13,390-87.2% |