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 | $166,820 | $49,249+238.7% | $70,476+136.7% | $79,852+108.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.12% | 30.09%-17.0pp | 109.12%-96.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $9,680 | $2,100+360.9% | $2,738+253.6% | $2,471+291.7% |
| Participant deferral / active EE | $12,367 | $2,769+346.7% | $3,710+233.3% | $3,740+230.6% |
| Admin fee / account holder | $3,574 | $2,878+24.2% | $3,847-7.1% | $5,306-32.6% |