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 | $192,730 | $72,465+166.0% | $67,575+185.2% | $145,884+32.1% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.34% | 7222.56%-7209.2pp | 3528.98%-3515.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,916 | $3,074+59.9% | $2,736+79.7% | $4,662+5.4% |
| Participant deferral / active EE | $4,610 | $4,786-3.7% | $4,003+15.1% | $6,690-31.1% |
| Admin fee / account holder | $4,673 | $5,515-15.3% | $3,993+17.0% | $13,392-65.1% |