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 | $197,472 | $100,203+97.1% | $85,240+131.7% | $145,897+35.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 84.28%-74.8pp | 66.75%-57.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $14,014 | $3,242+332.3% | $2,735+412.4% | $4,663+200.6% |
| Participant deferral / active EE | $6,839 | $5,299+29.1% | $4,527+51.1% | $6,689+2.2% |
| Admin fee / account holder | $2,662 | $7,265-63.4% | $6,165-56.8% | $13,390-80.1% |