Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $208,727 | $134,817+54.8% | $123,973+68.4% | $155,188+34.5% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.7%+5.7pp | 80.8%+1.5pp |
| Annual return | 12.37% | 515.49%-503.1pp | 388.13%-375.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $12,823 | $4,425+189.8% | $4,126+210.8% | $4,248+201.9% |
| Participant deferral / active EE | $6,523 | $5,706+14.3% | $5,247+24.3% | $6,531-0.1% |
| Admin fee / account holder | $69,045 | $13,245+421.3% | $11,799+485.2% | $14,480+376.8% |