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 | $147,133 | $51,222+187.2% | $70,544+108.6% | $75,173+95.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 16.34% | 30.06%-13.7pp | 32.79%-16.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $3,995 | $1,827+118.7% | $2,976+34.2% | $2,671+49.6% |
| Participant deferral / active EE | $8,101 | $2,850+184.2% | $4,568+77.3% | $4,126+96.3% |
| Admin fee / account holder | $15,982 | $4,096+290.2% | $6,427+148.7% | $5,651+182.8% |