Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $201,672 | $110,337+82.8% | $102,383+97.0% | $145,877+38.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.65% | 24.83%-4.2pp | 24.94%-4.3pp | 551.28%-530.6pp |
| Employer contribution / active EE | $4,145 | $4,216-1.7% | $3,870+7.1% | $4,663-11.1% |
| Participant deferral / active EE | $11,706 | $5,621+108.3% | $5,060+131.4% | $6,691+75.0% |
| Admin fee / account holder | $128,057 | $9,750+1213.5% | $8,391+1426.1% | $13,402+855.5% |