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 | $242,733 | $90,504+168.2% | $78,690+208.5% | $273,965-11.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.27% | 75.61%-65.3pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $4,562 | $3,176+43.6% | $2,851+60.0% | $4,869-6.3% |
| Participant deferral / active EE | $8,069 | $3,901+106.8% | $3,517+129.4% | $5,287+52.6% |
| Admin fee / account holder | $17,204 | $5,263+226.9% | $4,511+281.4% | $10,132+69.8% |