Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $195,034 | $148,623+31.2% | $135,974+43.4% | $139,466+39.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.16% | 79.30%-54.1pp | 68.30%-43.1pp | 373.66%-348.5pp |
| Employer contribution / active EE | $24,657 | $5,246+370.0% | $4,859+407.5% | $4,754+418.7% |
| Participant deferral / active EE | $28,896 | $8,103+256.6% | $7,760+272.4% | $6,712+330.5% |
| Admin fee / account holder | $3,124 | $12,406-74.8% | $10,767-71.0% | $11,409-72.6% |