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 | $212,427 | $175,257+21.2% | $149,717+41.9% | $139,456+52.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 12.99% | 166.70%-153.7pp | 134.41%-121.4pp | 373.45%-360.5pp |
| Employer contribution / active EE | $3,051 | $5,477-44.3% | $4,820-36.7% | $4,753-35.8% |
| Participant deferral / active EE | $2,425 | $6,521-62.8% | $5,682-57.3% | $6,711-63.9% |
| Admin fee / account holder | $7,857 | $16,156-51.4% | $13,213-40.5% | $11,407-31.1% |