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 | $221,061 | $94,766+133.3% | $112,923+95.8% | $139,487+58.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 40.96%-27.7pp | 34.13%-20.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $18,322 | $4,636+295.2% | $4,570+300.9% | $4,755+285.3% |
| Participant deferral / active EE | $7,687 | $6,523+17.8% | $6,520+17.9% | $6,713+14.5% |
| Admin fee / account holder | $4,132 | $8,529-51.6% | $7,046-41.4% | $11,407-63.8% |