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 | $231,399 | $124,425+86.0% | $112,040+106.5% | $137,256+68.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.53% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,521 | $3,411-26.1% | $2,954-14.6% | $4,156-39.3% |
| Participant deferral / active EE | $8,124 | $5,718+42.1% | $5,098+59.4% | $6,407+26.8% |
| Admin fee / account holder | $79,304 | $15,207+421.5% | $12,098+555.5% | $12,270+546.3% |