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 | $226,060 | $132,634+70.4% | $115,768+95.3% | $137,256+64.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 15.72% | 160.70%-145.0pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $9,159 | $3,360+172.6% | $2,940+211.5% | $4,156+120.4% |
| Participant deferral / active EE | $8,310 | $5,619+47.9% | $4,917+69.0% | $6,407+29.7% |
| Admin fee / account holder | $5,972 | $15,028-60.3% | $12,439-52.0% | $12,270-51.3% |