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 | $227,220 | $226,135+0.5% | $182,558+24.5% | $152,909+48.6% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.0%-4.6pp | 82.5%-9.1pp |
| Annual return | 9.67% | 192.60%-182.9pp | 148.59%-138.9pp | 345.46%-335.8pp |
| Employer contribution / active EE | $2,209 | $4,979-55.6% | $4,076-45.8% | $4,764-53.6% |
| Participant deferral / active EE | $10,453 | $6,371+64.1% | $5,526+89.2% | $5,851+78.6% |
| Admin fee / account holder | $58,097 | $10,707+442.6% | $8,594+576.0% | $11,601+400.8% |