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 | $220,839 | $159,934+38.1% | $147,005+50.2% | $145,959+51.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.38% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $22,708 | $5,287+329.5% | $4,934+360.2% | $4,661+387.2% |
| Participant deferral / active EE | $9,812 | $8,427+16.4% | $8,070+21.6% | $6,689+46.7% |
| Admin fee / account holder | $1,008 | $15,053-93.3% | $13,006-92.3% | $13,398-92.5% |