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 | $183,286 | $89,370+105.1% | $141,197+29.8% | $72,976+151.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.66% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.4pp |
| Employer contribution / active EE | $4,571 | $3,115+46.7% | $4,736-3.5% | $2,440+87.3% |
| Participant deferral / active EE | $7,514 | $5,419+38.7% | $6,710+12.0% | $3,608+108.3% |
| Admin fee / account holder | $2,988 | $5,957-49.8% | $10,265-70.9% | $5,124-41.7% |