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 | $207,490 | $63,354+227.5% | $94,105+120.5% | $82,637+151.1% |
| Participation rate | 93.9% | 63.8%+30.1pp | 71.9%+21.9pp | 68.1%+25.8pp |
| Annual return | 18.19% | 34.36%-16.2pp | 204.55%-186.4pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,041 | $1,760-40.8% | $2,504-58.4% | $2,552-59.2% |
| Participant deferral / active EE | $4,991 | $2,873+73.7% | $3,881+28.6% | $4,126+21.0% |
| Admin fee / account holder | $10,685 | $5,073+110.6% | $6,199+72.4% | $7,339+45.6% |