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 | $192,273 | $65,566+193.3% | $86,235+123.0% | $75,177+155.8% |
| Participation rate | 87.0% | 60.5%+26.5pp | 69.0%+18.1pp | 67.2%+19.8pp |
| Annual return | 22.38% | 46.07%-23.7pp | 1170.03%-1147.7pp | 160.75%-138.4pp |
| Employer contribution / active EE | $14,865 | $1,553+857.0% | $2,381+524.3% | $2,671+456.5% |
| Participant deferral / active EE | $14,286 | $3,023+372.5% | $3,987+258.3% | $4,126+246.2% |
| Admin fee / account holder | $1,834 | $5,470-66.5% | $6,856-73.3% | $5,651-67.6% |