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 | $185,132 | $81,457+127.3% | $103,378+79.1% | $80,911+128.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.24% | 25.58%-7.3pp | 24.91%-6.7pp | 35.63%-17.4pp |
| Employer contribution / active EE | $10,418 | $3,107+235.3% | $3,870+169.2% | $2,756+278.0% |
| Participant deferral / active EE | $9,959 | $3,871+157.3% | $5,058+96.9% | $4,297+131.8% |
| Admin fee / account holder | $34,101 | $6,717+407.7% | $8,401+305.9% | $6,935+391.7% |