Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $233,547 | $114,199+104.5% | $119,237+95.9% | $167,553+39.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.90% | 29.88%-17.0pp | 30.70%-17.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $10,640 | $4,480+137.5% | $4,383+142.7% | $4,840+119.9% |
| Participant deferral / active EE | $5,329 | $6,086-12.4% | $6,112-12.8% | $6,343-16.0% |
| Admin fee / account holder | $15,165 | $8,939+69.7% | $7,229+109.8% | $12,316+23.1% |