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 | $200,855 | $159,978+25.6% | $147,041+36.6% | $145,978+37.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.08% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $13,223 | $5,288+150.0% | $4,935+167.9% | $4,662+183.6% |
| Participant deferral / active EE | $12,428 | $8,429+47.5% | $8,071+54.0% | $6,690+85.8% |
| Admin fee / account holder | $1,886 | $15,053-87.5% | $13,006-85.5% | $13,400-85.9% |