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 | $204,351 | $117,895+73.3% | $102,460+99.4% | $145,897+40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.53% | 31.92%-14.4pp | 29.47%-11.9pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,645 | $3,619+0.7% | $3,025+20.5% | $4,663-21.8% |
| Participant deferral / active EE | $34,796 | $5,736+506.6% | $5,056+588.2% | $6,689+420.2% |
| Admin fee / account holder | $28,459 | $13,353+113.1% | $9,460+200.8% | $13,390+112.5% |