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 | $149,905 | $87,166+72.0% | $76,735+95.4% | $137,256+9.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.09% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $19,624 | $2,904+575.7% | $2,454+699.6% | $4,156+372.2% |
| Participant deferral / active EE | $8,169 | $4,726+72.9% | $4,088+99.8% | $6,407+27.5% |
| Admin fee / account holder | $266,320 | $8,403+3069.3% | $7,189+3604.4% | $12,270+2070.5% |