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 | $207,273 | $60,139+244.7% | $90,461+129.1% | $79,856+159.6% |
| Participation rate | 96.1% | 65.0%+31.1pp | 72.7%+23.4pp | 69.6%+26.4pp |
| Annual return | 14.97% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,475 | $2,069+68.0% | $3,264+6.5% | $2,471+40.6% |
| Participant deferral / active EE | $9,504 | $2,939+223.4% | $3,964+139.7% | $3,741+154.1% |
| Admin fee / account holder | $577 | $3,978-85.5% | $5,617-89.7% | $5,306-89.1% |