Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $248,081 | $77,908+218.4% | $149,696+65.7% | $75,173+230.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.81% | 31.73%-16.9pp | 134.46%-119.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $3,588 | $3,138+14.3% | $4,821-25.6% | $2,671+34.3% |
| Participant deferral / active EE | $2,549 | $3,411-25.3% | $5,682-55.1% | $4,126-38.2% |
| Admin fee / account holder | $59,209 | $5,950+895.2% | $13,212+348.2% | $5,651+947.9% |