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 | $241,799 | $117,895+105.1% | $102,460+136.0% | $145,897+65.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $7,847 | $3,619+116.8% | $3,025+159.4% | $4,663+68.3% |
| Participant deferral / active EE | $5,751 | $5,736+0.3% | $5,056+13.7% | $6,689-14.0% |
| Admin fee / account holder | $18,061 | $13,353+35.3% | $9,460+90.9% | $13,390+34.9% |