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 | $215,477 | $102,422+110.4% | $147,117+46.5% | $80,959+166.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 28.39% | 135.16%-106.8pp | 420.54%-392.1pp | 35.67%-7.3pp |
| Employer contribution / active EE | $15,330 | $3,717+312.4% | $4,932+210.8% | $2,757+456.0% |
| Participant deferral / active EE | $9,522 | $6,652+43.1% | $8,065+18.1% | $4,300+121.4% |
| Admin fee / account holder | $7,621 | $7,953-4.2% | $12,993-41.3% | $6,925+10.0% |