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 | $241,558 | $97,125+148.7% | $86,233+180.1% | $137,256+76.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $7,732 | $2,841+172.1% | $2,504+208.7% | $4,156+86.0% |
| Participant deferral / active EE | $2,659 | $5,180-48.7% | $4,559-41.7% | $6,407-58.5% |
| Admin fee / account holder | $6,110 | $9,725-37.2% | $8,342-26.8% | $12,270-50.2% |