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 | $233,155 | $70,366+231.3% | $66,674+249.7% | $138,895+67.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.23% | 386.41%-370.2pp | 321.24%-305.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $11,313 | $2,765+309.1% | $2,620+331.8% | $4,194+169.7% |
| Participant deferral / active EE | $9,032 | $4,374+106.5% | $4,084+121.2% | $6,396+41.2% |
| Admin fee / account holder | $5,868 | $5,262+11.5% | $5,098+15.1% | $12,562-53.3% |