Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,795 | $105,856+91.6% | $90,161+124.9% | $147,586+37.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.35% | 37.63%-21.3pp | 34.89%-18.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,902 | $4,126-29.7% | $3,318-12.5% | $4,876-40.5% |
| Participant deferral / active EE | $8,128 | $5,733+41.8% | $5,287+53.7% | $5,439+49.4% |
| Admin fee / account holder | $2,220 | $8,046-72.4% | $5,943-62.6% | $10,886-79.6% |