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 | $200,716 | $102,422+96.0% | $147,117+36.4% | $80,959+147.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.17% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $4,553 | $3,717+22.5% | $4,932-7.7% | $2,757+65.1% |
| Participant deferral / active EE | $10,614 | $6,652+59.6% | $8,065+31.6% | $4,300+146.8% |
| Admin fee / account holder | $10,458 | $7,953+31.5% | $12,993-19.5% | $6,925+51.0% |