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 | $229,169 | $150,447+52.3% | $136,298+68.1% | $147,586+55.3% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 16.91% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,250 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $6,150 | $6,631-7.3% | $6,247-1.6% | $5,439+13.1% |
| Admin fee / account holder | $2,223 | $10,906-79.6% | $9,244-75.9% | $10,886-79.6% |