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 | $219,737 | $165,361+32.9% | $149,715+46.8% | $158,950+38.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.95% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $2,253 | $5,103-55.8% | $4,645-51.5% | $4,762-52.7% |
| Participant deferral / active EE | $6,418 | $7,182-10.6% | $6,842-6.2% | $5,983+7.3% |
| Admin fee / account holder | $1,375 | $10,808-87.3% | $9,310-85.2% | $11,248-87.8% |