Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $242,899 | $77,901+211.8% | $149,717+62.2% | $75,181+223.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.83% | 31.73%-16.9pp | 134.41%-119.6pp | 160.69%-145.9pp |
| Employer contribution / active EE | $30,509 | $3,137+872.4% | $4,820+533.0% | $2,671+1042.5% |
| Participant deferral / active EE | $17,921 | $3,411+425.4% | $5,682+215.4% | $4,126+334.3% |
| Admin fee / account holder | $24,343 | $5,949+309.2% | $13,213+84.2% | $5,650+330.9% |