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 | $200,299 | $89,367+124.1% | $141,191+41.9% | $72,975+174.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.85% | 111.87%-87.0pp | 71.41%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $16,577 | $3,115+432.2% | $4,736+250.0% | $2,440+579.4% |
| Participant deferral / active EE | $14,979 | $5,419+176.4% | $6,710+123.2% | $3,608+315.2% |
| Admin fee / account holder | $472 | $5,957-92.1% | $10,264-95.4% | $5,124-90.8% |