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 | $200,392 | $150,346+33.3% | $120,524+66.3% | $145,877+37.4% |
| Participation rate | 93.3% | 78.8%+14.5pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 9.69% | 154.40%-144.7pp | 107.36%-97.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $14,316 | $4,353+228.9% | $3,469+312.7% | $4,663+207.0% |
| Participant deferral / active EE | $8,798 | $6,172+42.5% | $4,994+76.2% | $6,691+31.5% |
| Admin fee / account holder | $7,311 | $12,215-40.1% | $9,440-22.6% | $13,402-45.4% |