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 | $81,786 | $148,629-45.0% | $135,982-39.9% | $139,487-41.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.50% | 79.33%-66.8pp | 68.32%-55.8pp | 373.84%-361.3pp |
| Employer contribution / active EE | $6,552 | $5,247+24.9% | $4,859+34.8% | $4,755+37.8% |
| Participant deferral / active EE | $16,200 | $8,102+99.9% | $7,760+108.8% | $6,713+141.3% |
| Admin fee / account holder | $41,667 | $12,406+235.8% | $10,767+287.0% | $11,407+265.3% |