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 | $244,609 | $76,551+219.5% | $123,894+97.4% | $62,881+289.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.33% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $13,817 | $2,882+379.4% | $4,617+199.3% | $2,281+505.8% |
| Participant deferral / active EE | $5,447 | $4,840+12.5% | $5,984-9.0% | $3,203+70.1% |
| Admin fee / account holder | $2,075 | $4,826-57.0% | $8,357-75.2% | $4,296-51.7% |