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 | $203,867 | $65,364+211.9% | $92,909+119.4% | $72,975+179.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.50% | 42.11%-25.6pp | 109.44%-92.9pp | 81.01%-64.5pp |
| Employer contribution / active EE | $15,365 | $2,594+492.3% | $3,653+320.6% | $2,440+529.7% |
| Participant deferral / active EE | $12,189 | $3,128+289.6% | $4,238+187.6% | $3,608+237.9% |
| Admin fee / account holder | $1,607 | $4,251-62.2% | $5,795-72.3% | $5,124-68.6% |