Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $219,247 | $81,208+170.0% | $98,920+121.6% | $79,856+174.6% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.0pp | 69.6%+28.4pp |
| Annual return | 90.67% | 60.99%+29.7pp | 196.47%-105.8pp | 31.71%+59.0pp |
| Employer contribution / active EE | $8,059 | $1,960+311.2% | $2,689+199.7% | $2,471+226.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,080 | $6,013-48.8% | $6,643-53.6% | $5,306-41.9% |