Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $239,932 | $97,125+147.0% | $86,233+178.2% | $137,256+74.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.00% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $12,138 | $2,841+327.2% | $2,504+384.7% | $4,156+192.0% |
| Participant deferral / active EE | $13,940 | $5,180+169.1% | $4,559+205.8% | $6,407+117.6% |
| Admin fee / account holder | $40,187 | $9,725+313.3% | $8,342+381.7% | $12,270+227.5% |