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 | $149,170 | $81,276+83.5% | $155,574-4.1% | $80,925+84.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.22% | 33.36%-17.1pp | 64.87%-48.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $9,664 | $3,103+211.4% | $4,676+106.7% | $2,756+250.6% |
| Participant deferral / active EE | $6,485 | $3,453+87.8% | $5,629+15.2% | $4,299+50.9% |
| Admin fee / account holder | $850 | $7,993-89.4% | $15,914-94.7% | $6,940-87.8% |