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 | $217,481 | $103,008+111.1% | $90,304+140.8% | $152,897+42.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.37% | 95.22%-75.9pp | 78.13%-58.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,872 | $3,139-8.5% | $2,855+0.6% | $4,764-39.7% |
| Participant deferral / active EE | $7,449 | $4,281+74.0% | $3,885+91.7% | $5,851+27.3% |
| Admin fee / account holder | $13,982 | $6,175+126.4% | $5,354+161.2% | $11,599+20.5% |