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 | $246,987 | $157,304+57.0% | $141,197+74.9% | $152,909+61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.78% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $6,187 | $5,263+17.6% | $4,736+30.6% | $4,764+29.9% |
| Participant deferral / active EE | $11,123 | $7,111+56.4% | $6,710+65.8% | $5,851+90.1% |
| Admin fee / account holder | $2,111 | $12,126-82.6% | $10,265-79.4% | $11,601-81.8% |