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 | $240,689 | $160,040+50.4% | $147,096+63.6% | $145,877+65.0% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.03% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,930 | $5,289-6.8% | $4,936-0.1% | $4,663+5.7% |
| Participant deferral / active EE | $9,070 | $8,429+7.6% | $8,071+12.4% | $6,691+35.6% |
| Admin fee / account holder | $11,842 | $15,050-21.3% | $13,005-8.9% | $13,402-11.6% |