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 | $215,594 | $70,366+206.4% | $66,674+223.4% | $138,895+55.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.39% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,946 | $2,765+42.7% | $2,620+50.6% | $4,194-5.9% |
| Participant deferral / active EE | $5,515 | $4,374+26.1% | $4,084+35.0% | $6,396-13.8% |
| Admin fee / account holder | $4,664 | $5,262-11.4% | $5,098-8.5% | $12,562-62.9% |