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 | $229,396 | $160,028+43.3% | $147,080+56.0% | $145,884+57.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 21.25% | 98.60%-77.3pp | 420.17%-398.9pp | 551.85%-530.6pp |
| Employer contribution / active EE | $2,829 | $5,286-46.5% | $4,933-42.6% | $4,662-39.3% |
| Participant deferral / active EE | $13,353 | $8,422+58.6% | $8,066+65.5% | $6,690+99.6% |
| Admin fee / account holder | $14,480 | $15,030-3.7% | $12,989+11.5% | $13,392+8.1% |