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 | $167,543 | $77,920+115.0% | $149,723+11.9% | $75,177+122.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.91% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $8,649 | $3,138+175.6% | $4,821+79.4% | $2,671+223.8% |
| Participant deferral / active EE | $5,746 | $3,411+68.4% | $5,682+1.1% | $4,126+39.2% |
| Admin fee / account holder | $5,299 | $5,951-10.9% | $13,215-59.9% | $5,651-6.2% |