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 | $213,580 | $110,379+93.5% | $102,412+108.5% | $145,884+46.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $28,837 | $4,216+584.0% | $3,870+645.2% | $4,662+518.5% |
| Participant deferral / active EE | $6,198 | $5,622+10.2% | $5,060+22.5% | $6,690-7.4% |
| Admin fee / account holder | $1,075 | $9,745-89.0% | $8,388-87.2% | $13,392-92.0% |