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 | $243,960 | $172,111+41.7% | $150,298+62.3% | $137,256+77.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.79% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,900 | $4,636+48.8% | $4,154+66.1% | $4,156+66.0% |
| Participant deferral / active EE | $7,036 | $6,166+14.1% | $5,453+29.0% | $6,407+9.8% |
| Admin fee / account holder | $5,720 | $16,471-65.3% | $14,116-59.5% | $12,270-53.4% |