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 | $180,991 | $166,020+9.0% | $164,866+9.8% | $145,959+24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.62% | 100.08%-81.5pp | 69.97%-51.3pp | 561.95%-543.3pp |
| Employer contribution / active EE | $27,064 | $5,275+413.1% | $4,343+523.2% | $4,661+480.7% |
| Participant deferral / active EE | $22,908 | $6,961+229.1% | $6,033+279.7% | $6,689+242.5% |
| Admin fee / account holder | $1,605 | $16,644-90.4% | $12,689-87.4% | $13,398-88.0% |