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 | $211,838 | $183,516+15.4% | $155,534+36.2% | $145,884+45.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,483 | $5,315-72.1% | $4,675-68.3% | $4,662-68.2% |
| Participant deferral / active EE | $2,603 | $6,467-59.7% | $5,630-53.8% | $6,690-61.1% |
| Admin fee / account holder | $1,001 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |