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 | $203,747 | $157,304+29.5% | $141,197+44.3% | $152,909+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.94% | 64.34%-45.4pp | 71.41%-52.5pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,996 | $5,263-43.1% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $5,191 | $7,111-27.0% | $6,710-22.6% | $5,851-11.3% |
| Admin fee / account holder | $77,998 | $12,126+543.2% | $10,265+659.9% | $11,601+572.4% |