Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $207,935 | $126,113+64.9% | $116,096+79.1% | $155,188+34.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 13.42% | 391.72%-378.3pp | 326.25%-312.8pp | 148.84%-135.4pp |
| Employer contribution / active EE | $9,965 | $2,672+273.0% | $2,503+298.1% | $4,248+134.6% |
| Participant deferral / active EE | $5,513 | $4,162+32.5% | $3,952+39.5% | $6,531-15.6% |
| Admin fee / account holder | $18,924 | $8,045+135.2% | $7,704+145.6% | $14,480+30.7% |