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 | $221,601 | $81,208+172.9% | $98,920+124.0% | $79,856+177.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.56% | 60.99%-50.4pp | 196.47%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,117 | $1,960+8.0% | $2,689-21.3% | $2,471-14.3% |
| Participant deferral / active EE | $5,870 | $3,265+79.8% | $4,245+38.3% | $3,741+56.9% |
| Admin fee / account holder | $1,159 | $6,013-80.7% | $6,643-82.6% | $5,306-78.2% |