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 | $216,787 | $217,432-0.3% | $185,851+16.6% | $167,553+29.4% |
| Participation rate | 95.8% | 86.1%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 13.52% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $12,300 | $5,874+109.4% | $5,168+138.0% | $4,840+154.2% |
| Participant deferral / active EE | $9,422 | $6,357+48.2% | $5,569+69.2% | $6,343+48.6% |
| Admin fee / account holder | $32,315 | $19,820+63.0% | $16,245+98.9% | $12,316+162.4% |