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 | $235,514 | $148,582+58.5% | $135,942+73.2% | $139,456+68.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.42% | 79.26%-62.8pp | 68.28%-51.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $9,305 | $5,245+77.4% | $4,858+91.5% | $4,753+95.8% |
| Participant deferral / active EE | $12,000 | $8,101+48.1% | $7,759+54.7% | $6,711+78.8% |
| Admin fee / account holder | $15,211 | $12,402+22.6% | $10,764+41.3% | $11,407+33.3% |