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 | $217,554 | $77,920+179.2% | $149,723+45.3% | $75,177+189.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 31.72%-15.9pp | 134.50%-118.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $7,318 | $3,138+133.2% | $4,821+51.8% | $2,671+174.0% |
| Participant deferral / active EE | $4,587 | $3,411+34.5% | $5,682-19.3% | $4,126+11.2% |
| Admin fee / account holder | $29,450 | $5,951+394.9% | $13,215+122.9% | $5,651+421.1% |