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 | $202,788 | $107,363+88.9% | $92,909+118.3% | $152,897+32.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.02% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $6,513 | $4,222+54.3% | $3,653+78.3% | $4,764+36.7% |
| Participant deferral / active EE | $2,376 | $4,848-51.0% | $4,238-43.9% | $5,851-59.4% |
| Admin fee / account holder | $1,315 | $7,082-81.4% | $5,795-77.3% | $11,599-88.7% |