Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $212,961 | $71,215+199.0% | $93,696+127.3% | $80,935+163.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.96% | 11.27%+8.7pp | 133.74%-113.8pp | 35.66%-15.7pp |
| Employer contribution / active EE | $8,826 | $1,565+463.9% | $2,422+264.4% | $2,757+220.2% |
| Participant deferral / active EE | $6,611 | $4,037+63.8% | $4,417+49.7% | $4,299+53.8% |
| Admin fee / account holder | $3,523 | $6,958-49.4% | $8,287-57.5% | $6,924-49.1% |