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 | $230,785 | $108,942+111.8% | $100,415+129.8% | $145,897+58.2% |
| Participation rate | 85.0% | 83.0%+2.0pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 10.91% | 58.27%-47.4pp | 49.47%-38.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $15,290 | $4,422+245.8% | $3,943+287.8% | $4,663+227.9% |
| Participant deferral / active EE | $10,059 | $8,461+18.9% | $8,091+24.3% | $6,689+50.4% |
| Admin fee / account holder | $10,364 | $9,702+6.8% | $7,906+31.1% | $13,390-22.6% |