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 | $198,462 | $95,406+108.0% | $185,849+6.8% | $85,847+131.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.9pp |
| Employer contribution / active EE | $5,704 | $3,314+72.1% | $5,169+10.4% | $2,565+122.3% |
| Participant deferral / active EE | $3,828 | $3,424+11.8% | $5,569-31.3% | $3,952-3.2% |
| Admin fee / account holder | $5,626 | $7,214-22.0% | $16,244-65.4% | $6,261-10.1% |