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 | $232,514 | $127,790+82.0% | $106,555+118.2% | $167,536+38.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.95% | 33.88%-20.9pp | 26.80%-13.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,902 | $3,428-44.5% | $2,819-32.6% | $4,839-60.7% |
| Participant deferral / active EE | $2,700 | $5,088-46.9% | $4,399-38.6% | $6,342-57.4% |
| Admin fee / account holder | $9,454 | $11,229-15.8% | $7,408+27.6% | $12,315-23.2% |