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 | $226,000 | $134,817+67.6% | $123,973+82.3% | $155,188+45.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 18.29% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,592 | $4,425-41.4% | $4,126-37.2% | $4,248-39.0% |
| Participant deferral / active EE | $7,387 | $5,706+29.4% | $5,247+40.8% | $6,531+13.1% |
| Admin fee / account holder | $28,148 | $13,245+112.5% | $11,799+138.6% | $14,480+94.4% |