Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $235,465 | $111,814+110.6% | $103,374+127.8% | $145,959+61.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.18% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $12,420 | $4,214+194.7% | $3,869+221.0% | $4,661+166.5% |
| Participant deferral / active EE | $12,424 | $5,618+121.1% | $5,058+145.7% | $6,689+85.8% |
| Admin fee / account holder | $942 | $9,754-90.3% | $8,394-88.8% | $13,398-93.0% |