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 | $206,990 | $85,766+141.3% | $136,297+51.9% | $70,124+195.2% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 15.81% | 31.45%-15.6pp | 5156.19%-5140.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,826 | $2,966+62.7% | $4,696+2.8% | $2,342+106.0% |
| Participant deferral / active EE | $8,460 | $5,051+67.5% | $6,247+35.4% | $3,332+153.9% |
| Admin fee / account holder | $5,162 | $5,420-4.8% | $9,244-44.2% | $4,645+11.1% |