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 | $243,971 | $157,829+54.6% | $136,867+78.3% | $198,609+22.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.22% | 51.25%-36.0pp | 42.97%-27.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $4,959 | $3,923+26.4% | $3,547+39.8% | $5,055-1.9% |
| Participant deferral / active EE | $11,582 | $5,463+112.0% | $4,924+135.2% | $6,977+66.0% |
| Admin fee / account holder | $49,322 | $11,107+344.1% | $10,340+377.0% | $19,030+159.2% |