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 | $236,345 | $124,346+90.1% | $111,306+112.3% | $167,553+41.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.06% | 37.46%-25.4pp | 54.67%-42.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $25,410 | $3,438+639.2% | $2,732+830.1% | $4,840+425.0% |
| Participant deferral / active EE | $18,389 | $5,182+254.9% | $4,488+309.8% | $6,343+189.9% |
| Admin fee / account holder | $348 | $10,623-96.7% | $7,966-95.6% | $12,316-97.2% |