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 | $200,725 | $154,193+30.2% | $130,045+54.4% | $139,466+43.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.29% | 32.51%-6.2pp | -137.30%+163.6pp | 373.66%-347.4pp |
| Employer contribution / active EE | $3,856 | $5,292-27.1% | $4,321-10.8% | $4,754-18.9% |
| Participant deferral / active EE | $17,350 | $6,709+158.6% | $5,820+198.1% | $6,712+158.5% |
| Admin fee / account holder | $4,687 | $13,989-66.5% | $10,600-55.8% | $11,409-58.9% |