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 | $245,618 | $103,038+138.4% | $90,324+171.9% | $152,909+60.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.91% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.6pp |
| Employer contribution / active EE | $12,849 | $3,141+309.1% | $2,856+349.9% | $4,764+169.7% |
| Participant deferral / active EE | $10,705 | $4,282+150.0% | $3,885+175.5% | $5,851+82.9% |
| Admin fee / account holder | $2,840 | $6,177-54.0% | $5,356-47.0% | $11,601-75.5% |