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 | $190,085 | $160,040+18.8% | $147,096+29.2% | $145,877+30.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.28% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $6,664 | $5,289+26.0% | $4,936+35.0% | $4,663+42.9% |
| Participant deferral / active EE | $12,278 | $8,429+45.7% | $8,071+52.1% | $6,691+83.5% |
| Admin fee / account holder | $12,666 | $15,050-15.8% | $13,005-2.6% | $13,402-5.5% |