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 | $206,622 | $91,198+126.6% | $178,503+15.8% | $79,856+158.7% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 18.63% | 24.20%-5.6pp | 151.12%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,909 | $3,257+81.5% | $5,011+17.9% | $2,471+139.1% |
| Participant deferral / active EE | $5,591 | $3,237+72.7% | $5,202+7.5% | $3,741+49.5% |
| Admin fee / account holder | $2,035 | $6,748-69.8% | $13,987-85.4% | $5,306-61.6% |