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 | $212,491 | $102,429+107.5% | $147,096+44.5% | $80,925+162.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 24.92% | 135.02%-110.1pp | 419.75%-394.8pp | 35.65%-10.7pp |
| Employer contribution / active EE | $4,001 | $3,716+7.7% | $4,936-18.9% | $2,756+45.2% |
| Participant deferral / active EE | $8,215 | $6,649+23.6% | $8,071+1.8% | $4,299+91.1% |
| Admin fee / account holder | $11,250 | $7,957+41.4% | $13,005-13.5% | $6,940+62.1% |