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 | $199,470 | $176,105+13.3% | $159,474+25.1% | $167,536+19.1% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 14.92% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $2,989 | $5,299-43.6% | $4,831-38.1% | $4,839-38.2% |
| Participant deferral / active EE | $10,633 | $7,751+37.2% | $7,353+44.6% | $6,342+67.7% |
| Admin fee / account holder | $795 | $12,559-93.7% | $10,802-92.6% | $12,315-93.5% |