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 | $212,733 | $111,535+90.7% | $105,223+102.2% | $137,256+55.0% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 14.80% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,986 | $3,939+26.6% | $3,689+35.2% | $4,156+20.0% |
| Participant deferral / active EE | $9,056 | $5,500+64.7% | $5,072+78.6% | $6,407+41.3% |
| Admin fee / account holder | $551 | $9,721-94.3% | $8,859-93.8% | $12,270-95.5% |