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 | $173,726 | $111,535+55.8% | $105,223+65.1% | $137,256+26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.85% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,370 | $3,939+61.7% | $3,689+72.7% | $4,156+53.3% |
| Participant deferral / active EE | $6,370 | $5,500+15.8% | $5,072+25.6% | $6,407-0.6% |
| Admin fee / account holder | $1,740 | $9,721-82.1% | $8,859-80.4% | $12,270-85.8% |