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 | $230,444 | $85,060+170.9% | $70,565+226.6% | $139,487+65.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.78% | 30.39%-17.6pp | 32.79%-20.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $3,172 | $3,912-18.9% | $2,976+6.6% | $4,755-33.3% |
| Participant deferral / active EE | $6,916 | $5,891+17.4% | $4,568+51.4% | $6,713+3.0% |
| Admin fee / account holder | $50,430 | $8,932+464.6% | $6,430+684.3% | $11,407+342.1% |