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 | $228,147 | $108,942+109.4% | $100,415+127.2% | $145,897+56.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.16% | 58.27%-38.1pp | 49.47%-29.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $5,059 | $4,422+14.4% | $3,943+28.3% | $4,663+8.5% |
| Participant deferral / active EE | $7,575 | $8,461-10.5% | $8,091-6.4% | $6,689+13.2% |
| Admin fee / account holder | $7,500 | $9,702-22.7% | $7,906-5.1% | $13,390-44.0% |