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 | $231,302 | $166,242+39.1% | $165,071+40.1% | $145,884+58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.42% | 100.44%-91.0pp | 70.17%-60.8pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,087 | $5,283-60.5% | $4,347-52.0% | $4,662-55.2% |
| Participant deferral / active EE | $6,111 | $6,964-12.3% | $6,035+1.3% | $6,690-8.6% |
| Admin fee / account holder | $10,093 | $16,658-39.4% | $12,695-20.5% | $13,392-24.6% |