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 | $190,402 | $72,071+164.2% | $68,368+178.5% | $137,256+38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.88% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,743 | $2,788-1.6% | $2,649+3.5% | $4,156-34.0% |
| Participant deferral / active EE | $4,626 | $4,410+4.9% | $4,123+12.2% | $6,407-27.8% |
| Admin fee / account holder | $19,770 | $5,336+270.5% | $5,150+283.9% | $12,270+61.1% |