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 | $184,678 | $148,623+24.3% | $135,974+35.8% | $139,466+32.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.04% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $12,817 | $5,246+144.3% | $4,859+163.8% | $4,754+169.6% |
| Participant deferral / active EE | $12,711 | $8,103+56.9% | $7,760+63.8% | $6,712+89.4% |
| Admin fee / account holder | $2,561 | $12,406-79.4% | $10,767-76.2% | $11,409-77.6% |