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 | $200,996 | $117,433+71.2% | $99,475+102.1% | $152,897+31.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 16.87% | 31.87%-15.0pp | 30.72%-13.9pp | 345.43%-328.6pp |
| Employer contribution / active EE | $11,272 | $3,013+274.1% | $2,540+343.8% | $4,764+136.6% |
| Participant deferral / active EE | $10,801 | $4,086+164.3% | $3,619+198.5% | $5,851+84.6% |
| Admin fee / account holder | $55,412 | $7,634+625.8% | $6,252+786.3% | $11,599+377.7% |