Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $225,714 | $124,425+81.4% | $112,040+101.5% | $137,256+64.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.41% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,986 | $3,411+46.2% | $2,954+68.8% | $4,156+20.0% |
| Participant deferral / active EE | $16,455 | $5,718+187.8% | $5,098+222.8% | $6,407+156.8% |
| Admin fee / account holder | $3,878 | $15,207-74.5% | $12,098-67.9% | $12,270-68.4% |