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 | $241,648 | $97,751+147.2% | $103,447+133.6% | $145,877+65.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 25.43%-13.5pp | 23.92%-12.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,808 | $4,684+45.3% | $4,678+45.5% | $4,663+46.0% |
| Participant deferral / active EE | $18,000 | $6,603+172.6% | $6,624+171.7% | $6,691+169.0% |
| Admin fee / account holder | $5,150 | $12,515-58.8% | $9,415-45.3% | $13,402-61.6% |