Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,073 | $63,346+219.0% | $92,240+119.1% | $70,126+188.2% |
| Participation rate | 90.3% | 68.7%+21.7pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 19.16% | 530.19%-511.0pp | 176.29%-157.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,551 | $2,471+3.2% | $3,680-30.7% | $2,343+8.9% |
| Participant deferral / active EE | $3,810 | $2,854+33.5% | $3,897-2.2% | $3,332+14.4% |
| Admin fee / account holder | $347 | $3,841-91.0% | $5,194-93.3% | $4,645-92.5% |