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 | $218,807 | $176,105+24.2% | $159,474+37.2% | $167,536+30.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.86% | 331.91%-313.0pp | 263.68%-244.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $5,599 | $5,299+5.7% | $4,831+15.9% | $4,839+15.7% |
| Participant deferral / active EE | $14,178 | $7,751+82.9% | $7,353+92.8% | $6,342+123.6% |
| Admin fee / account holder | $8,892 | $12,559-29.2% | $10,802-17.7% | $12,315-27.8% |