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 | $190,441 | $111,814+70.3% | $103,378+84.2% | $145,978+30.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.80%-15.5pp | 24.91%-15.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $7,674 | $4,215+82.0% | $3,870+98.3% | $4,662+64.6% |
| Participant deferral / active EE | $15,167 | $5,618+170.0% | $5,058+199.9% | $6,690+126.7% |
| Admin fee / account holder | $25,418 | $9,764+160.3% | $8,401+202.6% | $13,400+89.7% |