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 | $220,211 | $132,634+66.0% | $115,768+90.2% | $137,256+60.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.76% | 160.70%-143.9pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $6,702 | $3,360+99.5% | $2,940+128.0% | $4,156+61.3% |
| Participant deferral / active EE | $6,954 | $5,619+23.8% | $4,917+41.4% | $6,407+8.5% |
| Admin fee / account holder | $3,462 | $15,028-77.0% | $12,439-72.2% | $12,270-71.8% |