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 | $248,065 | $106,247+133.5% | $96,515+157.0% | $139,466+77.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.61% | 38.47%-20.9pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $10,950 | $4,106+166.7% | $3,740+192.8% | $4,754+130.3% |
| Participant deferral / active EE | $11,123 | $5,456+103.9% | $4,880+127.9% | $6,712+65.7% |
| Admin fee / account holder | $878 | $7,885-88.9% | $6,735-87.0% | $11,409-92.3% |