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 | $249,622 | $165,381+50.9% | $149,730+66.7% | $158,966+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.44% | 348.29%-336.8pp | 276.70%-265.3pp | 302.95%-291.5pp |
| Employer contribution / active EE | $13,952 | $5,104+173.3% | $4,645+200.4% | $4,762+193.0% |
| Participant deferral / active EE | $7,431 | $7,182+3.5% | $6,843+8.6% | $5,983+24.2% |
| Admin fee / account holder | $2,444 | $10,809-77.4% | $9,310-73.7% | $11,250-78.3% |