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 | $239,022 | $113,338+110.9% | $94,993+151.6% | $147,586+62.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.41% | 20.80%-5.4pp | 27.14%-11.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,891 | $3,160-40.2% | $2,603-27.4% | $4,876-61.2% |
| Participant deferral / active EE | $7,653 | $3,777+102.6% | $3,317+130.7% | $5,439+40.7% |
| Admin fee / account holder | $394 | $6,063-93.5% | $4,960-92.1% | $10,886-96.4% |