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 | $219,418 | $176,105+24.6% | $159,474+37.6% | $167,536+31.0% |
| Participation rate | 95.0% | 85.0%+10.0pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.70% | 331.91%-316.2pp | 263.68%-248.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $3,200 | $5,299-39.6% | $4,831-33.8% | $4,839-33.9% |
| Participant deferral / active EE | $11,086 | $7,751+43.0% | $7,353+50.8% | $6,342+74.8% |
| Admin fee / account holder | $3,270 | $12,559-74.0% | $10,802-69.7% | $12,315-73.4% |