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 | $248,187 | $112,131+121.3% | $95,964+158.6% | $158,982+56.1% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 11.33% | 171.19%-159.9pp | 91.64%-80.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $2,922 | $3,199-8.7% | $2,541+15.0% | $4,763-38.6% |
| Participant deferral / active EE | $7,003 | $4,784+46.4% | $4,167+68.1% | $5,983+17.0% |
| Admin fee / account holder | $11,082 | $10,136+9.3% | $6,797+63.0% | $11,252-1.5% |