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 | $215,053 | $176,105+22.1% | $159,474+34.9% | $167,536+28.4% |
| Participation rate | 82.4% | 85.0%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 17.40% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,246 | $5,299-38.7% | $4,831-32.8% | $4,839-32.9% |
| Participant deferral / active EE | $8,041 | $7,751+3.7% | $7,353+9.3% | $6,342+26.8% |
| Admin fee / account holder | $1,785 | $12,559-85.8% | $10,802-83.5% | $12,315-85.5% |