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 | $238,370 | $134,817+76.8% | $123,973+92.3% | $155,188+53.6% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.7%+16.2pp | 80.8%+12.1pp |
| Annual return | 7.99% | 515.49%-507.5pp | 388.13%-380.1pp | 148.84%-140.8pp |
| Employer contribution / active EE | $5,304 | $4,425+19.9% | $4,126+28.6% | $4,248+24.9% |
| Participant deferral / active EE | $10,040 | $5,706+75.9% | $5,247+91.3% | $6,531+53.7% |
| Admin fee / account holder | $23,245 | $13,245+75.5% | $11,799+97.0% | $14,480+60.5% |