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 | $200,047 | $89,259+124.1% | $107,187+86.6% | $82,637+142.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.77% | 21.02%-8.3pp | 204.55%-191.8pp | 53.51%-40.7pp |
| Employer contribution / active EE | $26,344 | $3,080+755.3% | $3,782+596.5% | $2,552+932.2% |
| Participant deferral / active EE | $3,254 | $4,037-19.4% | $5,096-36.2% | $4,126-21.1% |
| Admin fee / account holder | $10,288 | $7,381+39.4% | $9,162+12.3% | $7,339+40.2% |