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 | $235,015 | $85,766+174.0% | $136,298+72.4% | $70,126+235.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $9,521 | $2,966+221.0% | $4,696+102.8% | $2,343+306.4% |
| Participant deferral / active EE | $4,917 | $5,051-2.7% | $6,247-21.3% | $3,332+47.6% |
| Admin fee / account holder | $21,036 | $5,421+288.1% | $9,244+127.6% | $4,645+352.8% |