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 | $229,295 | $129,737+76.7% | $119,126+92.5% | $154,746+48.2% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 13.72% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,714 | $4,375-38.0% | $4,034-32.7% | $4,379-38.0% |
| Participant deferral / active EE | $4,498 | $5,842-23.0% | $5,318-15.4% | $6,730-33.2% |
| Admin fee / account holder | $77,652 | $11,961+549.2% | $10,693+626.2% | $14,365+440.6% |