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 | $213,353 | $101,618+110.0% | $93,063+129.3% | $137,256+55.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.48% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,811 | $2,707+151.6% | $2,476+175.1% | $4,156+63.9% |
| Participant deferral / active EE | $7,276 | $4,279+70.0% | $3,958+83.8% | $6,407+13.6% |
| Admin fee / account holder | $4,614 | $6,198-25.6% | $6,033-23.5% | $12,270-62.4% |