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 | $206,615 | $162,136+27.4% | $152,301+35.7% | $154,746+33.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.16% | 91.02%-72.9pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $21,206 | $4,890+333.6% | $4,624+358.6% | $4,379+384.2% |
| Participant deferral / active EE | $20,841 | $8,341+149.9% | $8,004+160.4% | $6,730+209.7% |
| Admin fee / account holder | $6,984 | $15,759-55.7% | $14,398-51.5% | $14,365-51.4% |