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 | $216,515 | $93,345+132.0% | $119,126+81.8% | $87,485+147.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 12.22% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.8pp |
| Employer contribution / active EE | $14,999 | $3,172+372.9% | $4,034+271.9% | $2,596+477.7% |
| Participant deferral / active EE | $15,560 | $4,099+279.6% | $5,318+192.6% | $4,274+264.1% |
| Admin fee / account holder | $20,847 | $8,039+159.3% | $10,693+95.0% | $7,775+168.1% |