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 | $224,815 | $106,247+111.6% | $96,515+132.9% | $139,466+61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.93% | 38.47%-23.5pp | 35.73%-20.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $16,964 | $4,106+313.2% | $3,740+353.6% | $4,754+256.8% |
| Participant deferral / active EE | $13,600 | $5,456+149.3% | $4,880+178.7% | $6,712+102.6% |
| Admin fee / account holder | $1,146 | $7,885-85.5% | $6,735-83.0% | $11,409-90.0% |