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 | $243,924 | $157,296+55.1% | $141,191+72.8% | $152,897+59.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 26.66% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $12,289 | $5,262+133.5% | $4,736+159.5% | $4,764+158.0% |
| Participant deferral / active EE | $10,693 | $7,111+50.4% | $6,710+59.4% | $5,851+82.8% |
| Admin fee / account holder | $5,019 | $12,125-58.6% | $10,264-51.1% | $11,599-56.7% |