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 | $209,172 | $63,342+230.2% | $92,236+126.8% | $70,131+198.3% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 13.91% | 530.15%-516.2pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,193 | $2,471-11.2% | $3,679-40.4% | $2,342-6.4% |
| Participant deferral / active EE | $5,561 | $2,854+94.9% | $3,897+42.7% | $3,332+66.9% |
| Admin fee / account holder | $14,280 | $3,840+271.8% | $5,194+174.9% | $4,645+207.4% |