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 | $213,434 | $139,948+52.5% | $121,663+75.4% | $154,746+37.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.71% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $16,346 | $3,521+364.2% | $3,020+441.3% | $4,379+273.3% |
| Participant deferral / active EE | $6,600 | $5,629+17.3% | $4,887+35.1% | $6,730-1.9% |
| Admin fee / account holder | $50,056 | $17,321+189.0% | $14,289+250.3% | $14,365+248.4% |