Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $221,389 | $201,259+10.0% | $184,200+20.2% | $145,959+51.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $24,898 | $7,018+254.8% | $6,424+287.6% | $4,661+434.2% |
| Participant deferral / active EE | $17,297 | $9,806+76.4% | $9,132+89.4% | $6,689+158.6% |
| Admin fee / account holder | $5,628 | $16,372-65.6% | $13,907-59.5% | $13,398-58.0% |