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 | $193,479 | $129,737+49.1% | $119,126+62.4% | $154,746+25.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.32% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $7,242 | $4,375+65.5% | $4,034+79.5% | $4,379+65.4% |
| Participant deferral / active EE | $20,371 | $5,842+248.7% | $5,318+283.1% | $6,730+202.7% |
| Admin fee / account holder | $21,041 | $11,961+75.9% | $10,693+96.8% | $14,365+46.5% |