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 | $197,051 | $148,629+32.6% | $135,982+44.9% | $139,487+41.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.2pp |
| Employer contribution / active EE | $9,085 | $5,247+73.2% | $4,859+87.0% | $4,755+91.1% |
| Participant deferral / active EE | $12,249 | $8,102+51.2% | $7,760+57.9% | $6,713+82.5% |
| Admin fee / account holder | $50,456 | $12,406+306.7% | $10,767+368.6% | $11,407+342.3% |