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 | $134,465 | $65,555+105.1% | $86,216+56.0% | $75,173+78.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.37% | 46.07%-28.7pp | 1169.42%-1152.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,051 | $1,553+32.0% | $2,382-13.9% | $2,671-23.2% |
| Participant deferral / active EE | $6,538 | $3,023+116.2% | $3,986+64.0% | $4,126+58.4% |
| Admin fee / account holder | $4,292 | $5,469-21.5% | $6,853-37.4% | $5,651-24.0% |