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 | $217,812 | $97,765+122.8% | $103,486+110.5% | $145,884+49.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 25.44%-7.8pp | 23.93%-6.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $10,539 | $4,687+124.9% | $4,679+125.2% | $4,662+126.0% |
| Participant deferral / active EE | $9,813 | $6,606+48.5% | $6,628+48.0% | $6,690+46.7% |
| Admin fee / account holder | $3,448 | $12,505-72.4% | $9,354-63.1% | $13,392-74.3% |