Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $238,306 | $81,331+193.0% | $155,534+53.2% | $80,935+194.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.70% | 33.37%-10.7pp | 64.92%-42.2pp | 35.66%-13.0pp |
| Employer contribution / active EE | $36,754 | $3,105+1083.8% | $4,675+686.2% | $2,757+1233.3% |
| Participant deferral / active EE | $23,007 | $3,454+566.1% | $5,630+308.6% | $4,299+435.1% |
| Admin fee / account holder | $5,345 | $7,999-33.2% | $15,900-66.4% | $6,924-22.8% |