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 | $235,188 | $183,627+28.1% | $155,602+51.1% | $145,978+61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,499 | $5,316-34.2% | $4,675-25.2% | $4,662-25.0% |
| Participant deferral / active EE | $11,640 | $6,466+80.0% | $5,629+106.8% | $6,690+74.0% |
| Admin fee / account holder | $49,337 | $19,327+155.3% | $15,923+209.8% | $13,400+268.2% |