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 | $241,457 | $69,977+245.1% | $108,582+122.4% | $62,881+284.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.45% | 10.73%-4.3pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,760 | $2,135+76.1% | $3,7580% | $2,281+64.9% |
| Participant deferral / active EE | $10,659 | $3,165+236.8% | $4,311+147.2% | $3,203+232.8% |
| Admin fee / account holder | $2,179 | $5,076-57.1% | $7,645-71.5% | $4,296-49.3% |