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 | $206,885 | $162,821+27.1% | $133,978+54.4% | $158,982+30.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.02% | 41.95%-35.9pp | 45.10%-39.1pp | 302.99%-297.0pp |
| Employer contribution / active EE | $10,068 | $4,976+102.3% | $3,919+156.9% | $4,763+111.4% |
| Participant deferral / active EE | $7,119 | $5,910+20.5% | $5,047+41.0% | $5,983+19.0% |
| Admin fee / account holder | $1,539 | $11,742-86.9% | $8,930-82.8% | $11,252-86.3% |