Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $216,417 | $129,737+66.8% | $119,126+81.7% | $154,746+39.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.81% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $14,269 | $4,375+226.1% | $4,034+253.7% | $4,379+225.8% |
| Participant deferral / active EE | $15,500 | $5,842+165.3% | $5,318+191.5% | $6,730+130.3% |
| Admin fee / account holder | $4,638 | $11,961-61.2% | $10,693-56.6% | $14,365-67.7% |