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 | $171,873 | $124,346+38.2% | $111,306+54.4% | $167,553+2.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.47% | 37.46%-21.0pp | 54.67%-38.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $29,257 | $3,438+751.1% | $2,732+970.9% | $4,840+504.5% |
| Participant deferral / active EE | $13,038 | $5,182+151.6% | $4,488+190.5% | $6,343+105.6% |
| Admin fee / account holder | $2,485 | $10,623-76.6% | $7,966-68.8% | $12,316-79.8% |