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 | $240,224 | $157,270+52.7% | $141,173+70.2% | $152,870+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.75% | 64.33%-41.6pp | 71.40%-48.6pp | 345.34%-322.6pp |
| Employer contribution / active EE | $21,419 | $5,261+307.1% | $4,735+352.3% | $4,763+349.7% |
| Participant deferral / active EE | $12,498 | $7,110+75.8% | $6,710+86.3% | $5,850+113.6% |
| Admin fee / account holder | $9,055 | $12,121-25.3% | $10,262-11.8% | $11,597-21.9% |