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 | $214,255 | $117,829+81.8% | $102,423+109.2% | $145,877+46.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.55% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,504 | $3,615-30.7% | $3,023-17.2% | $4,663-46.3% |
| Participant deferral / active EE | $7,394 | $5,732+29.0% | $5,054+46.3% | $6,691+10.5% |
| Admin fee / account holder | $23,908 | $13,335+79.3% | $9,455+152.9% | $13,402+78.4% |