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 | $199,737 | $91,525+118.2% | $130,026+53.6% | $75,181+165.7% |
| Participation rate | 96.5% | 71.4%+25.0pp | 78.5%+18.0pp | 67.2%+29.3pp |
| Annual return | 18.71% | -631.40%+650.1pp | -137.26%+156.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $5,451 | $2,844+91.7% | $4,321+26.1% | $2,671+104.1% |
| Participant deferral / active EE | $5,096 | $4,342+17.4% | $5,821-12.5% | $4,126+23.5% |
| Admin fee / account holder | $943 | $6,778-86.1% | $10,608-91.1% | $5,650-83.3% |