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 | $207,462 | $100,970+105.5% | $96,576+114.8% | $137,256+51.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.35% | 38.16%-23.8pp | 38.47%-24.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,389 | $3,809+94.0% | $3,553+108.0% | $4,156+77.8% |
| Participant deferral / active EE | $4,748 | $8,286-42.7% | $7,956-40.3% | $6,407-25.9% |
| Admin fee / account holder | $144,666 | $11,312+1178.9% | $11,381+1171.1% | $12,270+1079.0% |