Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $195,718 | $117,895+66.0% | $102,460+91.0% | $145,897+34.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,347 | $3,619+47.7% | $3,025+76.7% | $4,663+14.7% |
| Participant deferral / active EE | $11,874 | $5,736+107.0% | $5,056+134.8% | $6,689+77.5% |
| Admin fee / account holder | $1,260 | $13,353-90.6% | $9,460-86.7% | $13,390-90.6% |