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 | $239,492 | $125,184+91.3% | $105,607+126.8% | $145,884+64.2% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 9.70% | 225.00%-215.3pp | 116.11%-106.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,198 | $3,720-14.0% | $3,167+1.0% | $4,662-31.4% |
| Participant deferral / active EE | $6,396 | $5,714+11.9% | $5,011+27.6% | $6,690-4.4% |
| Admin fee / account holder | $1,876 | $17,133-89.1% | $10,958-82.9% | $13,392-86.0% |