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 | $219,074 | $148,623+47.4% | $135,974+61.1% | $139,466+57.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.63% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.0pp |
| Employer contribution / active EE | $2,651 | $5,246-49.5% | $4,859-45.4% | $4,754-44.2% |
| Participant deferral / active EE | $8,439 | $8,103+4.2% | $7,760+8.8% | $6,712+25.7% |
| Admin fee / account holder | $4,265 | $12,406-65.6% | $10,767-60.4% | $11,409-62.6% |