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 | $235,359 | $77,920+202.1% | $149,723+57.2% | $75,177+213.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.17% | 31.72%-11.6pp | 134.50%-114.3pp | 160.75%-140.6pp |
| Employer contribution / active EE | $17,642 | $3,138+462.2% | $4,821+265.9% | $2,671+560.5% |
| Participant deferral / active EE | $11,142 | $3,411+226.6% | $5,682+96.1% | $4,126+170.0% |
| Admin fee / account holder | $3,878 | $5,951-34.8% | $13,215-70.7% | $5,651-31.4% |