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 | $201,086 | $175,231+14.8% | $149,696+34.3% | $139,466+44.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.92% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $3,945 | $5,478-28.0% | $4,821-18.2% | $4,754-17.0% |
| Participant deferral / active EE | $5,680 | $6,521-12.9% | $5,6820% | $6,712-15.4% |
| Admin fee / account holder | $2,730 | $16,155-83.1% | $13,212-79.3% | $11,409-76.1% |