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 | $243,806 | $53,127+358.9% | $86,597+181.5% | $70,131+247.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.14% | 27.66%-11.5pp | 964.96%-948.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,531 | $2,068+70.7% | $2,840+24.3% | $2,342+50.7% |
| Participant deferral / active EE | $5,450 | $2,696+102.2% | $3,609+51.0% | $3,332+63.6% |
| Admin fee / account holder | $8,602 | $3,585+139.9% | $4,906+75.3% | $4,645+85.2% |