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 | $187,622 | $65,395+186.9% | $182,540+2.8% | $72,975+157.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 27.19% | 27.68%-0.5pp | 148.58%-121.4pp | 81.01%-53.8pp |
| Employer contribution / active EE | $4,189 | $1,911+119.2% | $4,076+2.8% | $2,440+71.7% |
| Participant deferral / active EE | $12,082 | $3,563+239.1% | $5,525+118.7% | $3,608+234.9% |
| Admin fee / account holder | $14,161 | $4,245+233.6% | $8,593+64.8% | $5,124+176.4% |