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 | $229,082 | $103,393+121.6% | $87,103+163.0% | $152,909+49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.06% | 28.10%-2.0pp | 28.19%-2.1pp | 345.46%-319.4pp |
| Employer contribution / active EE | $2,212 | $3,221-31.3% | $2,521-12.3% | $4,764-53.6% |
| Participant deferral / active EE | $6,679 | $4,778+39.8% | $4,049+65.0% | $5,851+14.1% |
| Admin fee / account holder | $642 | $12,195-94.7% | $7,491-91.4% | $11,601-94.5% |