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 | $212,963 | $162,529+31.0% | $130,788+62.8% | $154,746+37.6% |
| Participation rate | 71.4% | 75.9%-4.4pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 10.64% | 510.48%-499.8pp | 386.44%-375.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $7,221 | $4,447+62.4% | $3,558+102.9% | $4,379+64.9% |
| Participant deferral / active EE | $2,822 | $4,808-41.3% | $4,137-31.8% | $6,730-58.1% |
| Admin fee / account holder | $2,192 | $7,669-71.4% | $6,673-67.2% | $14,365-84.7% |