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 | $178,431 | $111,535+60.0% | $105,223+69.6% | $137,256+30.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,842 | $3,939+327.5% | $3,689+356.6% | $4,156+305.2% |
| Participant deferral / active EE | $4,272 | $5,500-22.3% | $5,072-15.8% | $6,407-33.3% |
| Admin fee / account holder | $16,435 | $9,721+69.1% | $8,859+85.5% | $12,270+33.9% |