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 | $238,619 | $73,988+222.5% | $96,538+147.2% | $75,177+217.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.81% | 26.73%-10.9pp | 35.74%-19.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $6,886 | $2,930+135.0% | $3,740+84.1% | $2,671+157.8% |
| Participant deferral / active EE | $10,503 | $3,660+186.9% | $4,880+115.2% | $4,126+154.5% |
| Admin fee / account holder | $83,325 | $5,220+1496.4% | $6,737+1136.8% | $5,651+1374.4% |