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 | $190,908 | $105,929+80.2% | $81,716+133.6% | $158,966+20.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.98% | 38.19%-25.2pp | 29.49%-16.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $8,652 | $7,802+10.9% | $4,310+100.7% | $4,762+81.7% |
| Participant deferral / active EE | $7,156 | $13,007-45.0% | $7,108+0.7% | $5,983+19.6% |
| Admin fee / account holder | $2,579 | $8,492-69.6% | $5,159-50.0% | $11,250-77.1% |