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 | $207,293 | $101,618+104.0% | $93,063+122.7% | $137,256+51.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.62% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,294 | $2,707+21.7% | $2,476+33.0% | $4,156-20.7% |
| Participant deferral / active EE | $10,606 | $4,279+147.8% | $3,958+167.9% | $6,407+65.5% |
| Admin fee / account holder | $421 | $6,198-93.2% | $6,033-93.0% | $12,270-96.6% |