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 | $211,022 | $105,210+100.6% | $159,487+32.3% | $85,851+145.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.8%-7.8pp | 69.3%+5.7pp |
| Annual return | 17.57% | 45.08%-27.5pp | 263.71%-246.1pp | 318.63%-301.1pp |
| Employer contribution / active EE | $3,147 | $3,319-5.2% | $4,831-34.9% | $2,565+22.7% |
| Participant deferral / active EE | $9,758 | $5,946+64.1% | $7,354+32.7% | $3,952+146.9% |
| Admin fee / account holder | $2,021 | $6,934-70.9% | $10,804-81.3% | $6,261-67.7% |