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 | $222,877 | $84,236+164.6% | $170,435+30.8% | $70,126+217.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.39% | 23.06%-9.7pp | 205.94%-192.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $10,473 | $3,387+209.2% | $5,432+92.8% | $2,343+347.1% |
| Participant deferral / active EE | $6,233 | $3,086+102.0% | $4,939+26.2% | $3,332+87.1% |
| Admin fee / account holder | $13,164 | $5,698+131.0% | $13,881-5.2% | $4,645+183.4% |