Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $205,592 | $139,948+46.9% | $121,663+69.0% | $154,746+32.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 12.25% | 230.52%-218.3pp | 147.54%-135.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,420 | $3,521-59.7% | $3,020-53.0% | $4,379-67.6% |
| Participant deferral / active EE | $2,287 | $5,629-59.4% | $4,887-53.2% | $6,730-66.0% |
| Admin fee / account holder | $7,115 | $17,321-58.9% | $14,289-50.2% | $14,365-50.5% |