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 | $192,665 | $114,013+69.0% | $103,693+85.8% | $155,188+24.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.87% | 49.31%-41.4pp | 47.61%-39.7pp | 148.84%-141.0pp |
| Employer contribution / active EE | $7,017 | $3,131+124.1% | $2,920+140.3% | $4,248+65.2% |
| Participant deferral / active EE | $11,927 | $4,970+140.0% | $4,579+160.4% | $6,531+82.6% |
| Admin fee / account holder | $48,535 | $8,407+477.3% | $7,858+517.6% | $14,480+235.2% |