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 | $203,884 | $211,239-3.5% | $178,528+14.2% | $145,877+39.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.65% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,805 | $4,570-38.6% | $3,950-29.0% | $4,663-39.8% |
| Participant deferral / active EE | $3,121 | $6,963-55.2% | $6,278-50.3% | $6,691-53.4% |
| Admin fee / account holder | $6,885 | $12,095-43.1% | $10,419-33.9% | $13,402-48.6% |