Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $248,494 | $107,363+131.5% | $92,909+167.5% | $152,897+62.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.22% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,835 | $4,222-32.9% | $3,653-22.4% | $4,764-40.5% |
| Participant deferral / active EE | $14,676 | $4,848+202.7% | $4,238+246.3% | $5,851+150.8% |
| Admin fee / account holder | $217,202 | $7,082+2967.2% | $5,795+3648.1% | $11,599+1772.5% |