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 | $241,403 | $135,956+77.6% | $123,894+94.8% | $273,972-11.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.95% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $9,667 | $5,170+87.0% | $4,617+109.4% | $4,869+98.5% |
| Participant deferral / active EE | $11,462 | $6,343+80.7% | $5,984+91.5% | $5,287+116.8% |
| Admin fee / account holder | $1,147 | $9,817-88.3% | $8,357-86.3% | $10,133-88.7% |