Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $140,599 | $129,737+8.4% | $119,126+18.0% | $154,746-9.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 21.76% | 379.08%-357.3pp | 282.11%-260.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $10,580 | $4,375+141.8% | $4,034+162.3% | $4,379+141.6% |
| Participant deferral / active EE | $10,067 | $5,842+72.3% | $5,318+89.3% | $6,730+49.6% |
| Admin fee / account holder | $19,499 | $11,961+63.0% | $10,693+82.3% | $14,365+35.7% |