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 | $203,020 | $125,237+62.1% | $105,608+92.2% | $145,877+39.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 225.76%-211.1pp | 116.50%-101.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,636 | $3,720-56.0% | $3,167-48.4% | $4,663-64.9% |
| Participant deferral / active EE | $2,364 | $5,711-58.6% | $5,010-52.8% | $6,691-64.7% |
| Admin fee / account holder | $10,967 | $17,287-36.6% | $11,028-0.6% | $13,402-18.2% |