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 | $125,193+62.2% | $105,591+92.3% | $145,978+39.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 225.53%-210.9pp | 116.43%-101.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,636 | $3,718-56.0% | $3,166-48.3% | $4,662-64.9% |
| Participant deferral / active EE | $2,364 | $5,708-58.6% | $5,008-52.8% | $6,690-64.7% |
| Admin fee / account holder | $10,967 | $17,277-36.5% | $11,024-0.5% | $13,400-18.2% |