Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $186,576 | $150,412+24.0% | $120,574+54.7% | $145,884+27.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.71% | 154.50%-141.8pp | 107.42%-94.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,543 | $4,355-41.6% | $3,471-26.7% | $4,662-45.5% |
| Participant deferral / active EE | $14,050 | $6,175+127.5% | $4,996+181.2% | $6,690+110.0% |
| Admin fee / account holder | $2,171 | $12,224-82.2% | $9,445-77.0% | $13,392-83.8% |