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 | $183,366 | $81,276+125.6% | $155,574+17.9% | $80,925+126.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.21% | 33.36%-20.2pp | 64.87%-51.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $11,867 | $3,103+282.4% | $4,676+153.8% | $2,756+330.6% |
| Participant deferral / active EE | $7,782 | $3,453+125.4% | $5,629+38.2% | $4,299+81.0% |
| Admin fee / account holder | $87,989 | $7,993+1000.8% | $15,914+452.9% | $6,940+1167.8% |