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 | $242,891 | $102,632+136.7% | $81,988+196.3% | $158,950+52.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.31% | 61.05%-49.7pp | 41.31%-30.0pp | 302.91%-291.6pp |
| Employer contribution / active EE | $15,442 | $3,241+376.5% | $2,498+518.1% | $4,762+224.3% |
| Participant deferral / active EE | $19,158 | $4,649+312.1% | $3,722+414.7% | $5,983+220.2% |
| Admin fee / account holder | $363,291 | $8,237+4310.3% | $5,665+6313.3% | $11,248+3129.7% |