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 | $234,664 | $162,812+44.1% | $133,971+75.2% | $158,966+47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.06% | 41.94%-32.9pp | 45.09%-36.0pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,901 | $4,976-61.8% | $3,919-51.5% | $4,762-60.1% |
| Participant deferral / active EE | $4,441 | $5,910-24.9% | $5,047-12.0% | $5,983-25.8% |
| Admin fee / account holder | $15,122 | $11,741+28.8% | $8,929+69.4% | $11,250+34.4% |