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 | $183,583 | $108,897+68.6% | $100,378+82.9% | $145,877+25.8% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 13.59% | 58.17%-44.6pp | 49.41%-35.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,687 | $4,420-16.6% | $3,942-6.5% | $4,663-20.9% |
| Participant deferral / active EE | $7,073 | $8,455-16.3% | $8,087-12.5% | $6,691+5.7% |
| Admin fee / account holder | $32,535 | $9,690+235.8% | $7,899+311.9% | $13,402+142.8% |