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 | $199,049 | $78,668+153.0% | $109,152+82.4% | $85,854+131.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.46% | 25.09%-6.6pp | 25.75%-7.3pp | 318.56%-300.1pp |
| Employer contribution / active EE | $9,902 | $2,733+262.2% | $3,722+166.0% | $2,565+286.0% |
| Participant deferral / active EE | $4,208 | $3,467+21.4% | $4,653-9.6% | $3,952+6.5% |
| Admin fee / account holder | $19,390 | $5,469+254.5% | $6,753+187.1% | $6,260+209.7% |