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 | $246,271 | $162,781+51.3% | $133,956+83.8% | $158,931+55.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.36% | 41.94%-27.6pp | 45.09%-30.7pp | 302.86%-288.5pp |
| Employer contribution / active EE | $7,682 | $4,975+54.4% | $3,919+96.1% | $4,761+61.3% |
| Participant deferral / active EE | $13,056 | $5,911+120.9% | $5,048+158.7% | $5,982+118.2% |
| Admin fee / account holder | $49,607 | $11,736+322.7% | $8,927+455.7% | $11,247+341.1% |