Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,622 | $182,442+23.7% | $163,379+38.1% | $138,895+62.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.17% | 72.74%-56.6pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $9,313 | $4,159+123.9% | $3,752+148.2% | $4,194+122.1% |
| Participant deferral / active EE | $23,500 | $6,817+244.7% | $6,282+274.1% | $6,396+267.4% |
| Admin fee / account holder | $1,695 | $10,396-83.7% | $9,818-82.7% | $12,562-86.5% |