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 | $247,759 | $162,529+52.4% | $130,788+89.4% | $154,746+60.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 16.57% | 510.48%-493.9pp | 386.44%-369.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,795 | $4,447+142.7% | $3,558+203.4% | $4,379+146.5% |
| Participant deferral / active EE | $8,293 | $4,808+72.5% | $4,137+100.5% | $6,730+23.2% |
| Admin fee / account holder | $1,004 | $7,669-86.9% | $6,673-85.0% | $14,365-93.0% |