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 | $246,436 | $93,692+163.0% | $116,538+111.5% | $86,983+183.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.60% | 26.00%-9.4pp | 17.97%-1.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $18,030 | $3,831+370.6% | $4,541+297.0% | $2,584+597.6% |
| Participant deferral / active EE | $3,541 | $5,612-36.9% | $6,207-42.9% | $4,194-15.6% |
| Admin fee / account holder | $101,215 | $7,586+1234.3% | $8,737+1058.4% | $7,856+1188.4% |