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 | $205,896 | $97,125+112.0% | $86,233+138.8% | $137,256+50.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,194 | $2,841+82.8% | $2,504+107.4% | $4,156+25.0% |
| Participant deferral / active EE | $6,992 | $5,180+35.0% | $4,559+53.4% | $6,407+9.1% |
| Admin fee / account holder | $6,535 | $9,725-32.8% | $8,342-21.7% | $12,270-46.7% |