Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,249 | $81,664+133.0% | $70,476+169.9% | $158,966+19.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.85% | 208.59%-194.7pp | 109.12%-95.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $5,036 | $3,219+56.5% | $2,738+83.9% | $4,762+5.7% |
| Participant deferral / active EE | $9,989 | $4,556+119.2% | $3,710+169.2% | $5,983+67.0% |
| Admin fee / account holder | $3,920 | $6,197-36.7% | $3,847+1.9% | $11,250-65.2% |