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 | $247,252 | $157,304+57.2% | $141,197+75.1% | $152,909+61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.95% | 64.34%-39.4pp | 71.41%-46.5pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,138 | $5,263-59.4% | $4,736-54.9% | $4,764-55.1% |
| Participant deferral / active EE | $5,796 | $7,111-18.5% | $6,710-13.6% | $5,851-0.9% |
| Admin fee / account holder | $9,783 | $12,126-19.3% | $10,265-4.7% | $11,601-15.7% |