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 | $248,956 | $176,786+40.8% | $146,643+69.8% | $167,536+48.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.20% | 24.04%-12.8pp | 22.75%-11.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,362 | $5,161-54.2% | $4,137-42.9% | $4,839-51.2% |
| Participant deferral / active EE | $8,481 | $6,440+31.7% | $5,506+54.0% | $6,342+33.7% |
| Admin fee / account holder | $6,532 | $13,262-50.7% | $10,280-36.5% | $12,315-47.0% |