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 | $108,882+89.1% | $96,754+112.8% | $154,746+33.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.63% | 98.39%-82.8pp | 82.04%-66.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,194 | $3,018+72.1% | $2,679+93.8% | $4,379+18.6% |
| Participant deferral / active EE | $6,992 | $5,323+31.4% | $4,758+46.9% | $6,730+3.9% |
| Admin fee / account holder | $6,535 | $10,200-35.9% | $8,905-26.6% | $14,365-54.5% |