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 | $230,052 | $91,179+152.3% | $178,499+28.9% | $79,852+188.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.69% | 24.19%-3.5pp | 151.10%-130.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $6,569 | $3,256+101.8% | $5,011+31.1% | $2,471+165.8% |
| Participant deferral / active EE | $4,384 | $3,236+35.5% | $5,202-15.7% | $3,740+17.2% |
| Admin fee / account holder | $820 | $6,749-87.9% | $13,986-94.1% | $5,306-84.6% |