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 | $199,702 | $89,259+123.7% | $107,187+86.3% | $82,637+141.7% |
| Participation rate | 95.4% | 67.9%+27.5pp | 75.0%+20.4pp | 68.1%+27.3pp |
| Annual return | 17.68% | 21.02%-3.3pp | 204.55%-186.9pp | 53.51%-35.8pp |
| Employer contribution / active EE | $6,667 | $3,080+116.4% | $3,782+76.3% | $2,552+161.2% |
| Participant deferral / active EE | $6,939 | $4,037+71.9% | $5,096+36.2% | $4,126+68.2% |
| Admin fee / account holder | $22,536 | $7,381+205.3% | $9,162+146.0% | $7,339+207.1% |