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 | $148,096 | $116,203+27.4% | $93,621+58.2% | $152,897-3.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.22% | 35.96%-18.7pp | 32.76%-15.5pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,049 | $3,219-67.4% | $2,719-61.4% | $4,764-78.0% |
| Participant deferral / active EE | $1,858 | $4,605-59.6% | $4,070-54.3% | $5,851-68.2% |
| Admin fee / account holder | $22,262 | $10,751+107.1% | $7,890+182.2% | $11,599+91.9% |