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 | $198,292 | $162,785+21.8% | $133,959+48.0% | $158,950+24.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.36% | 41.94%-24.6pp | 45.09%-27.7pp | 302.91%-285.6pp |
| Employer contribution / active EE | $7,758 | $4,975+55.9% | $3,919+98.0% | $4,762+62.9% |
| Participant deferral / active EE | $8,228 | $5,910+39.2% | $5,047+63.0% | $5,983+37.5% |
| Admin fee / account holder | $4,310 | $11,738-63.3% | $8,928-51.7% | $11,248-61.7% |