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 | $209,924 | $124,425+68.7% | $112,040+87.4% | $137,256+52.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.32% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $16,597 | $3,411+386.5% | $2,954+461.8% | $4,156+299.3% |
| Participant deferral / active EE | $2,837 | $5,718-50.4% | $5,098-44.4% | $6,407-55.7% |
| Admin fee / account holder | $1,650 | $15,207-89.1% | $12,098-86.4% | $12,270-86.6% |