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 | $187,469 | $118,877+57.7% | $96,570+94.1% | $167,536+11.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.39% | 50.50%-38.1pp | 37.79%-25.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $14,424 | $3,121+362.2% | $2,357+511.9% | $4,839+198.1% |
| Participant deferral / active EE | $9,600 | $4,617+107.9% | $3,849+149.4% | $6,342+51.4% |
| Admin fee / account holder | $4,795 | $8,069-40.6% | $6,182-22.4% | $12,315-61.1% |