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 | $210,602 | $111,878+88.2% | $93,727+124.7% | $145,897+44.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.19% | 204.28%-194.1pp | 133.83%-123.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,786 | $3,092-9.9% | $2,421+15.1% | $4,663-40.2% |
| Participant deferral / active EE | $6,006 | $4,920+22.1% | $4,417+36.0% | $6,689-10.2% |
| Admin fee / account holder | $7,561 | $10,256-26.3% | $8,292-8.8% | $13,390-43.5% |