Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $189,034 | $106,236+77.9% | $96,496+95.9% | $139,427+35.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 38.43%-19.4pp | 35.70%-16.7pp | 373.27%-354.2pp |
| Employer contribution / active EE | $3,376 | $4,104-17.7% | $3,738-9.7% | $4,752-29.0% |
| Participant deferral / active EE | $18,268 | $5,455+234.9% | $4,879+274.4% | $6,711+172.2% |
| Admin fee / account holder | $27,096 | $7,879+243.9% | $6,731+302.6% | $11,404+137.6% |