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 | $234,175 | $132,099+77.3% | $115,599+102.6% | $138,895+68.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.3%+19.5pp | 79.9%+13.8pp |
| Annual return | 14.89% | 176.76%-161.9pp | 111.10%-96.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,500 | $3,416+2.5% | $2,955+18.4% | $4,194-16.6% |
| Participant deferral / active EE | $5,959 | $5,617+6.1% | $4,889+21.9% | $6,396-6.8% |
| Admin fee / account holder | $2,390 | $15,650-84.7% | $12,841-81.4% | $12,562-81.0% |