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 | $213,572 | $165,381+29.1% | $149,730+42.6% | $158,966+34.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 37.64% | 348.29%-310.7pp | 276.70%-239.1pp | 302.95%-265.3pp |
| Employer contribution / active EE | $1,185 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $5,874 | $7,182-18.2% | $6,843-14.2% | $5,983-1.8% |
| Admin fee / account holder | $43,429 | $10,809+301.8% | $9,310+366.5% | $11,250+286.0% |