Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $248,798 | $166,268+49.6% | $165,100+50.7% | $145,897+70.5% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 20.91% | 100.52%-79.6pp | 70.21%-49.3pp | 552.29%-531.4pp |
| Employer contribution / active EE | $11,014 | $5,284+108.4% | $4,348+153.3% | $4,663+136.2% |
| Participant deferral / active EE | $8,949 | $6,964+28.5% | $6,035+48.3% | $6,689+33.8% |
| Admin fee / account holder | $15,210 | $16,659-8.7% | $12,696+19.8% | $13,390+13.6% |