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 | $200,501 | $162,529+23.4% | $130,788+53.3% | $154,746+29.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 18.90% | 510.48%-491.6pp | 386.44%-367.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $567 | $4,447-87.3% | $3,558-84.1% | $4,379-87.1% |
| Participant deferral / active EE | $567 | $4,808-88.2% | $4,137-86.3% | $6,730-91.6% |
| Admin fee / account holder | $6,185 | $7,669-19.3% | $6,673-7.3% | $14,365-56.9% |