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 | $162,423 | $124,346+30.6% | $111,308+45.9% | $167,536-3.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.21% | 37.45%-26.2pp | 54.67%-43.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $8,637 | $3,437+151.3% | $2,732+216.2% | $4,839+78.5% |
| Participant deferral / active EE | $10,147 | $5,182+95.8% | $4,487+126.1% | $6,342+60.0% |
| Admin fee / account holder | $2,001 | $10,621-81.2% | $7,965-74.9% | $12,315-83.8% |