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 | $226,293 | $212,777+6.4% | $173,703+30.3% | $198,609+13.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 11.55% | 18.82%-7.3pp | 17.46%-5.9pp | 202.70%-191.2pp |
| Employer contribution / active EE | $16,586 | $5,214+218.1% | $4,288+286.8% | $5,055+228.1% |
| Participant deferral / active EE | $16,586 | $5,697+191.1% | $4,854+241.7% | $6,977+137.7% |
| Admin fee / account holder | $1,900 | $19,536-90.3% | $15,562-87.8% | $19,030-90.0% |