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 | $233,067 | $127,298+83.1% | $109,916+112.0% | $167,553+39.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.47% | 22.97%-13.5pp | 29.46%-20.0pp | 478.89%-469.4pp |
| Employer contribution / active EE | $13,182 | $3,325+296.5% | $2,844+363.5% | $4,840+172.4% |
| Participant deferral / active EE | $7,144 | $4,513+58.3% | $4,047+76.5% | $6,343+12.6% |
| Admin fee / account holder | $8,939 | $7,119+25.6% | $6,069+47.3% | $12,316-27.4% |