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 | $244,559 | $107,341+127.8% | $92,897+163.3% | $152,870+60.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.05% | 145.59%-128.5pp | 109.42%-92.4pp | 345.34%-328.3pp |
| Employer contribution / active EE | $3,907 | $4,221-7.5% | $3,653+6.9% | $4,763-18.0% |
| Participant deferral / active EE | $6,872 | $4,847+41.8% | $4,238+62.2% | $5,850+17.5% |
| Admin fee / account holder | $5,171 | $7,080-27.0% | $5,794-10.8% | $11,597-55.4% |