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 | $242,089 | $145,431+66.5% | $211,142+14.7% | $87,485+176.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 15.51% | 27.21%-11.7pp | 46.84%-31.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $9,686 | $4,662+107.8% | $6,442+50.4% | $2,596+273.1% |
| Participant deferral / active EE | $12,989 | $6,859+89.4% | $9,284+39.9% | $4,274+203.9% |
| Admin fee / account holder | $80,607 | $17,052+372.7% | $19,076+322.6% | $7,775+936.8% |