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 | $203,513 | $124,314+63.7% | $109,163+86.4% | $167,518+21.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.35% | 26.04%-9.7pp | 25.75%-9.4pp | 478.71%-462.4pp |
| Employer contribution / active EE | $19,283 | $4,209+358.2% | $3,723+418.0% | $4,838+298.5% |
| Participant deferral / active EE | $16,240 | $5,256+209.0% | $4,654+249.0% | $6,342+156.1% |
| Admin fee / account holder | $15,344 | $7,973+92.5% | $6,754+127.2% | $12,312+24.6% |