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 | $213,446 | $138,075+54.6% | $123,552+72.8% | $135,379+57.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 1.93% | 153.70%-151.8pp | 119.20%-117.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $8,211 | $5,152+59.4% | $4,628+77.4% | $4,779+71.8% |
| Participant deferral / active EE | $6,569 | $6,800-3.4% | $6,426+2.2% | $5,609+17.1% |
| Admin fee / account holder | $193,698 | $10,917+1674.3% | $9,285+1986.2% | $10,828+1688.9% |