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 | $230,515 | $85,171+170.6% | $172,753+33.4% | $72,976+215.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.46% | 27.32%-3.9pp | 803.00%-779.5pp | 81.02%-57.6pp |
| Employer contribution / active EE | $4,488 | $3,324+35.0% | $5,144-12.8% | $2,440+83.9% |
| Participant deferral / active EE | $5,527 | $3,260+69.5% | $5,198+6.3% | $3,608+53.2% |
| Admin fee / account holder | $2,887 | $5,880-50.9% | $13,956-79.3% | $5,124-43.7% |