Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $196,605 | $114,119+72.3% | $107,187+83.4% | $138,895+41.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.43% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $14,620 | $4,059+260.2% | $3,782+286.5% | $4,194+248.6% |
| Participant deferral / active EE | $8,341 | $5,538+50.6% | $5,096+63.7% | $6,396+30.4% |
| Admin fee / account holder | $9,092 | $10,024-9.3% | $9,162-0.8% | $12,562-27.6% |