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 | $184,715 | $103,008+79.3% | $90,304+104.5% | $152,897+20.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.59% | 95.22%-75.6pp | 78.13%-58.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $6,824 | $3,139+117.4% | $2,855+139.0% | $4,764+43.3% |
| Participant deferral / active EE | $3,565 | $4,281-16.7% | $3,885-8.2% | $5,851-39.1% |
| Admin fee / account holder | $4,454 | $6,175-27.9% | $5,354-16.8% | $11,599-61.6% |