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 | $224,466 | $108,897+106.1% | $100,378+123.6% | $145,877+53.9% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 13.87% | 58.17%-44.3pp | 49.41%-35.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,637 | $4,420-17.7% | $3,942-7.8% | $4,663-22.0% |
| Participant deferral / active EE | $15,203 | $8,455+79.8% | $8,087+88.0% | $6,691+127.2% |
| Admin fee / account holder | $33,419 | $9,690+244.9% | $7,899+323.1% | $13,402+149.4% |