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 | $245,485 | $160,040+53.4% | $147,096+66.9% | $145,877+68.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.95% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,154 | $5,289-78.2% | $4,936-76.6% | $4,663-75.3% |
| Participant deferral / active EE | $8,477 | $8,429+0.6% | $8,071+5.0% | $6,691+26.7% |
| Admin fee / account holder | $12,363 | $15,050-17.9% | $13,005-4.9% | $13,402-7.8% |