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 | $123,054 | $78,428+56.9% | $95,960+28.2% | $79,852+54.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.12% | 19.37%-7.3pp | 91.63%-79.5pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,183 | $1,945-39.2% | $2,541-53.5% | $2,471-52.1% |
| Participant deferral / active EE | $5,207 | $3,440+51.4% | $4,167+25.0% | $3,740+39.2% |
| Admin fee / account holder | $21,602 | $5,622+284.2% | $6,797+217.8% | $5,306+307.1% |