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 | $189,248 | $72,071+162.6% | $68,368+176.8% | $137,256+37.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.91% | 353.14%-335.2pp | 292.57%-274.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,250 | $2,788-19.3% | $2,649-15.1% | $4,156-45.9% |
| Participant deferral / active EE | $17,700 | $4,410+301.4% | $4,123+329.3% | $6,407+176.3% |
| Admin fee / account holder | $1,198 | $5,336-77.5% | $5,150-76.7% | $12,270-90.2% |