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 | $248,781 | $53,837+362.1% | $75,714+228.6% | $85,847+189.8% |
| Participation rate | 98.9% | 69.1%+29.9pp | 74.8%+24.1pp | 69.3%+29.6pp |
| Annual return | 15.02% | 24.54%-9.5pp | 104.62%-89.6pp | 318.61%-303.6pp |
| Employer contribution / active EE | $13,737 | $2,017+580.9% | $2,744+400.7% | $2,565+435.5% |
| Participant deferral / active EE | $13,398 | $2,895+362.7% | $3,820+250.7% | $3,952+239.0% |
| Admin fee / account holder | $26,841 | $3,339+703.8% | $3,619+641.7% | $6,261+328.7% |