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 | $232,098 | $217,432+6.7% | $185,849+24.9% | $167,536+38.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.75% | 148.42%-133.7pp | 122.10%-107.3pp | 478.82%-464.1pp |
| Employer contribution / active EE | $2,613 | $5,875-55.5% | $5,169-49.5% | $4,839-46.0% |
| Participant deferral / active EE | $5,767 | $6,357-9.3% | $5,569+3.6% | $6,342-9.1% |
| Admin fee / account holder | $3,193 | $19,818-83.9% | $16,244-80.3% | $12,315-74.1% |