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 | $206,969 | $176,794+17.1% | $146,647+41.1% | $167,553+23.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.56% | 24.04%-9.5pp | 22.75%-8.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $13,309 | $5,161+157.9% | $4,137+221.7% | $4,840+175.0% |
| Participant deferral / active EE | $9,281 | $6,440+44.1% | $5,506+68.6% | $6,343+46.3% |
| Admin fee / account holder | $5,579 | $13,262-57.9% | $10,281-45.7% | $12,316-54.7% |