Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $214,108 | $172,111+24.4% | $150,298+42.5% | $137,256+56.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.81% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $17,003 | $4,636+266.7% | $4,154+309.3% | $4,156+309.1% |
| Participant deferral / active EE | $15,491 | $6,166+151.3% | $5,453+184.1% | $6,407+141.8% |
| Admin fee / account holder | $1,005 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |