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 | $238,651 | $198,462+20.3% | $170,439+40.0% | $147,585+61.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 15.56% | 257.30%-241.7pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $10,000 | $6,184+61.7% | $5,433+84.1% | $4,876+105.1% |
| Participant deferral / active EE | $3,604 | $5,629-36.0% | $4,939-27.0% | $5,439-33.7% |
| Admin fee / account holder | $4,598 | $16,852-72.7% | $13,881-66.9% | $10,886-57.8% |