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 | $183,385 | $72,071+154.4% | $68,368+168.2% | $137,256+33.6% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 14.37% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $10,437 | $2,788+274.4% | $2,649+294.0% | $4,156+151.1% |
| Participant deferral / active EE | $4,150 | $4,410-5.9% | $4,123+0.7% | $6,407-35.2% |
| Admin fee / account holder | $4,295 | $5,336-19.5% | $5,150-16.6% | $12,270-65.0% |