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 | $240,782 | $106,280+126.6% | $96,538+149.4% | $139,487+72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.38% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $24,264 | $4,107+490.8% | $3,740+548.7% | $4,755+410.3% |
| Participant deferral / active EE | $21,457 | $5,457+293.2% | $4,880+339.7% | $6,713+219.7% |
| Admin fee / account holder | $1,458 | $7,888-81.5% | $6,737-78.4% | $11,407-87.2% |