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 | $196,382 | $183,539+7.0% | $155,556+26.2% | $145,897+34.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 16.48% | 61.31%-44.8pp | 64.84%-48.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $23,424 | $5,315+340.7% | $4,675+401.0% | $4,663+402.4% |
| Participant deferral / active EE | $8,214 | $6,467+27.0% | $5,631+45.9% | $6,689+22.8% |
| Admin fee / account holder | $33,238 | $19,275+72.4% | $15,885+109.2% | $13,390+148.2% |