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 | $234,570 | $58,234+302.8% | $81,783+186.8% | $80,874+190.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 16.49% | 41.70%-25.2pp | 775.05%-758.6pp | 35.62%-19.1pp |
| Employer contribution / active EE | $5,484 | $2,341+134.2% | $2,913+88.3% | $2,756+99.0% |
| Participant deferral / active EE | $7,347 | $3,283+123.8% | $4,320+70.1% | $4,297+71.0% |
| Admin fee / account holder | $7,815 | $4,982+56.9% | $7,380+5.9% | $6,935+12.7% |