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 | $205,196 | $48,078+326.8% | $78,676+160.8% | $62,881+226.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.84% | 31.36%-26.5pp | 62.19%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $14,174 | $2,015+603.6% | $2,850+397.3% | $2,281+521.4% |
| Participant deferral / active EE | $5,789 | $2,587+123.7% | $3,517+64.6% | $3,203+80.7% |
| Admin fee / account holder | $1,975 | $3,206-38.4% | $4,510-56.2% | $4,296-54.0% |