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 | $207,978 | $160,070+29.9% | $147,117+41.4% | $145,897+42.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.17% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $11,801 | $5,285+123.3% | $4,932+139.3% | $4,663+153.1% |
| Participant deferral / active EE | $12,842 | $8,419+52.5% | $8,065+59.2% | $6,689+92.0% |
| Admin fee / account holder | $1,569 | $15,035-89.6% | $12,993-87.9% | $13,390-88.3% |