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 | $175,852 | $91,037+93.2% | $71,671+145.4% | $147,586+19.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.12% | 20.48%-5.4pp | 20.65%-5.5pp | 578.59%-563.5pp |
| Employer contribution / active EE | $3,161 | $3,327-5.0% | $2,460+28.5% | $4,876-35.2% |
| Participant deferral / active EE | $13,042 | $4,498+189.9% | $3,438+279.3% | $5,439+139.8% |
| Admin fee / account holder | $3,421 | $8,613-60.3% | $5,558-38.5% | $10,886-68.6% |