Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $223,676 | $150,435+48.7% | $120,580+85.5% | $145,897+53.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 11.41% | 154.60%-143.2pp | 107.48%-96.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,690 | $4,352-15.2% | $3,469+6.4% | $4,663-20.9% |
| Participant deferral / active EE | $21,464 | $6,174+247.7% | $4,995+329.7% | $6,689+220.9% |
| Admin fee / account holder | $1,041 | $12,182-91.5% | $9,418-88.9% | $13,390-92.2% |