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 | $238,231 | $157,276+51.5% | $141,177+68.7% | $152,885+55.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 23.86% | 64.33%-40.5pp | 71.40%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $14,318 | $5,262+172.1% | $4,736+202.4% | $4,763+200.6% |
| Participant deferral / active EE | $12,702 | $7,110+78.6% | $6,710+89.3% | $5,851+117.1% |
| Admin fee / account holder | $8,278 | $12,123-31.7% | $10,263-19.3% | $11,598-28.6% |