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 | $241,630 | $135,956+77.7% | $123,894+95.0% | $273,972-11.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $10,848 | $5,170+109.8% | $4,617+135.0% | $4,869+122.8% |
| Participant deferral / active EE | $3,207 | $6,343-49.4% | $5,984-46.4% | $5,287-39.4% |
| Admin fee / account holder | $3,391 | $9,817-65.5% | $8,357-59.4% | $10,133-66.5% |