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 | $234,015 | $176,786+32.4% | $146,643+59.6% | $167,536+39.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.19% | 24.04%-6.8pp | 22.75%-5.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,527 | $5,161-31.7% | $4,137-14.7% | $4,839-27.1% |
| Participant deferral / active EE | $8,738 | $6,440+35.7% | $5,506+58.7% | $6,342+37.8% |
| Admin fee / account holder | $88,824 | $13,262+569.8% | $10,280+764.0% | $12,315+621.3% |