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 | $201,617 | $111,535+80.8% | $105,223+91.6% | $137,256+46.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 14.55% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,294 | $3,939-16.4% | $3,689-10.7% | $4,156-20.7% |
| Participant deferral / active EE | $6,496 | $5,500+18.1% | $5,072+28.1% | $6,407+1.4% |
| Admin fee / account holder | $1,654 | $9,721-83.0% | $8,859-81.3% | $12,270-86.5% |