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 | $219,558 | $63,861+243.8% | $104,639+109.8% | $79,856+174.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 15.23% | 21.30%-6.1pp | 340.67%-325.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $8,775 | $1,588+452.5% | $2,682+227.2% | $2,471+255.1% |
| Participant deferral / active EE | $2,255 | $2,693-16.3% | $3,738-39.7% | $3,741-39.7% |
| Admin fee / account holder | $2,062 | $4,185-50.7% | $6,465-68.1% | $5,306-61.1% |