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 | $246,950 | $126,661+95.0% | $113,397+117.8% | $138,895+77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.77% | 25.05%-7.3pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $23,000 | $3,456+565.5% | $2,977+672.5% | $4,194+448.4% |
| Participant deferral / active EE | $31,000 | $5,693+444.6% | $5,076+510.7% | $6,396+384.7% |
| Admin fee / account holder | $208,373 | $14,549+1332.2% | $11,957+1642.7% | $12,562+1558.7% |