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 | $232,719 | $102,422+127.2% | $147,117+58.2% | $80,959+187.5% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.4pp |
| Annual return | 18.95% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,717 | $3,717-26.9% | $4,932-44.9% | $2,757-1.5% |
| Participant deferral / active EE | $7,935 | $6,652+19.3% | $8,065-1.6% | $4,300+84.5% |
| Admin fee / account holder | $2,209 | $7,953-72.2% | $12,993-83.0% | $6,925-68.1% |