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 | $177,310 | $157,304+12.7% | $141,197+25.6% | $152,909+16.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 17.04% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $12,946 | $5,263+146.0% | $4,736+173.3% | $4,764+171.7% |
| Participant deferral / active EE | $2,935 | $7,111-58.7% | $6,710-56.3% | $5,851-49.8% |
| Admin fee / account holder | $15,067 | $12,126+24.3% | $10,265+46.8% | $11,601+29.9% |