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 | $239,162 | $93,598+155.5% | $135,974+75.9% | $75,173+218.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.69% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $6,034 | $3,538+70.6% | $4,859+24.2% | $2,671+125.9% |
| Participant deferral / active EE | $4,836 | $6,405-24.5% | $7,760-37.7% | $4,126+17.2% |
| Admin fee / account holder | $12,671 | $6,978+81.6% | $10,767+17.7% | $5,651+124.2% |