Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $201,815 | $58,234+246.6% | $81,783+146.8% | $80,874+149.5% |
| Participation rate | 95.5% | 63.4%+32.0pp | 72.4%+23.1pp | 67.6%+27.8pp |
| Annual return | 17.53% | 41.70%-24.2pp | 775.05%-757.5pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,372 | $2,341+44.0% | $2,913+15.8% | $2,756+22.4% |
| Participant deferral / active EE | $18,469 | $3,283+462.6% | $4,320+327.5% | $4,297+329.8% |
| Admin fee / account holder | $16,592 | $4,982+233.1% | $7,380+124.8% | $6,935+139.2% |