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 | $236,530 | $58,275+305.9% | $81,844+189.0% | $80,935+192.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 22.28% | 41.82%-19.5pp | 778.87%-756.6pp | 35.66%-13.4pp |
| Employer contribution / active EE | $10,020 | $2,346+327.1% | $2,916+243.6% | $2,757+263.5% |
| Participant deferral / active EE | $12,490 | $3,285+280.2% | $4,323+188.9% | $4,299+190.5% |
| Admin fee / account holder | $864 | $4,749-81.8% | $7,355-88.3% | $6,924-87.5% |