Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $212,346 | $99,652+113.1% | $78,778+169.6% | $147,586+43.9% |
| Participation rate | 89.5% | 76.2%+13.2pp | 69.2%+20.3pp | 82.8%+6.6pp |
| Annual return | 9.39% | 47.28%-37.9pp | 35.62%-26.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $1,373 | $2,796-50.9% | $1,986-30.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,697 | $3,664+0.9% | $2,958+25.0% | $5,439-32.0% |
| Admin fee / account holder | $33,804 | $7,155+372.4% | $5,134+558.5% | $10,886+210.5% |