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 | $212,570 | $227,399-6.5% | $189,758+12.0% | $198,609+7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.49% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $15,516 | $5,526+180.8% | $4,767+225.5% | $5,055+206.9% |
| Participant deferral / active EE | $10,235 | $6,837+49.7% | $5,856+74.8% | $6,977+46.7% |
| Admin fee / account holder | $8,581 | $25,162-65.9% | $20,388-57.9% | $19,030-54.9% |