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 | $248,513 | $90,486+174.6% | $78,676+215.9% | $273,972-9.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.08% | 75.62%-66.5pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $17,465 | $3,175+450.1% | $2,850+512.8% | $4,869+258.7% |
| Participant deferral / active EE | $15,733 | $3,901+303.3% | $3,517+347.4% | $5,287+197.6% |
| Admin fee / account holder | $1,453 | $5,263-72.4% | $4,510-67.8% | $10,133-85.7% |