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 | $182,152 | $109,967+65.6% | $97,197+87.4% | $145,877+24.9% |
| Participation rate | 94.7% | 76.0%+18.8pp | 72.7%+22.0pp | 80.3%+14.4pp |
| Annual return | 11.83% | 244.27%-232.4pp | 75.47%-63.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $9,305 | $3,077+202.4% | $2,723+241.7% | $4,663+99.6% |
| Participant deferral / active EE | $12,777 | $4,676+173.2% | $4,263+199.7% | $6,691+91.0% |
| Admin fee / account holder | $29,025 | $6,199+368.2% | $5,637+414.9% | $13,402+116.6% |