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 | $235,847 | $201,344+17.1% | $184,243+28.0% | $145,877+61.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $20,295 | $7,022+189.0% | $6,427+215.8% | $4,663+335.2% |
| Participant deferral / active EE | $18,613 | $9,807+89.8% | $9,132+103.8% | $6,691+178.2% |
| Admin fee / account holder | $108,793 | $16,382+564.1% | $13,914+681.9% | $13,402+711.8% |