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 | $195,501 | $100,139+95.2% | $85,187+129.5% | $145,884+34.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,061 | $3,238-36.4% | $2,732-24.6% | $4,662-55.8% |
| Participant deferral / active EE | $3,132 | $5,296-40.9% | $4,525-30.8% | $6,690-53.2% |
| Admin fee / account holder | $7,431 | $7,262+2.3% | $6,162+20.6% | $13,392-44.5% |