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 | $236,675 | $102,385+131.2% | $147,080+60.9% | $80,935+192.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 82.2%+9.5pp | 67.7%+24.0pp |
| Annual return | 13.64% | 135.09%-121.5pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $910 | $3,717-75.5% | $4,933-81.6% | $2,757-67.0% |
| Participant deferral / active EE | $13,595 | $6,651+104.4% | $8,066+68.5% | $4,299+216.2% |
| Admin fee / account holder | $13,215 | $7,951+66.2% | $12,989+1.7% | $6,924+90.8% |