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 | $240,750 | $65,027+270.2% | $90,970+164.6% | $79,852+201.5% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 11.15% | 30.45%-19.3pp | 134.58%-123.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $8,000 | $1,247+541.4% | $2,122+276.9% | $2,471+223.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,842 | $4,535+139.1% | $5,960+81.9% | $5,306+104.3% |