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 | $209,274 | $185,905+12.6% | $170,057+23.1% | $139,487+50.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.93% | 60.56%-28.6pp | 53.42%-21.5pp | 373.84%-341.9pp |
| Employer contribution / active EE | $15,759 | $7,597+107.4% | $6,790+132.1% | $4,755+231.4% |
| Participant deferral / active EE | $25,737 | $11,627+121.4% | $10,411+147.2% | $6,713+283.4% |
| Admin fee / account holder | $1,244 | $15,397-91.9% | $12,826-90.3% | $11,407-89.1% |