Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $203,000 | $183,592+10.6% | $155,567+30.5% | $145,959+39.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.36% | 61.24%-41.9pp | 64.74%-45.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,175 | $5,315+16.2% | $4,674+32.1% | $4,661+32.5% |
| Participant deferral / active EE | $11,500 | $6,464+77.9% | $5,628+104.3% | $6,689+71.9% |
| Admin fee / account holder | $3,377 | $19,318-82.5% | $15,916-78.8% | $13,398-74.8% |