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 | $139,702 | $100,901+38.5% | $75,501+85.0% | $147,586-5.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 13.74% | 35.78%-22.0pp | 27.35%-13.6pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,848 | $3,253-43.2% | $2,352-21.4% | $4,876-62.1% |
| Participant deferral / active EE | $3,646 | $4,027-9.5% | $3,142+16.0% | $5,439-33.0% |
| Admin fee / account holder | $733 | $11,285-93.5% | $5,801-87.4% | $10,886-93.3% |