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 | $152,824 | $57,352+166.5% | $83,831+82.3% | $64,173+138.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.64% | 11.38%-3.7pp | 850.99%-843.3pp | 7.63%0pp |
| Employer contribution / active EE | $6,452 | $2,546+153.5% | $3,631+77.7% | $2,381+171.0% |
| Participant deferral / active EE | $7,686 | $2,993+156.8% | $4,082+88.3% | $3,470+121.5% |
| Admin fee / account holder | $2,987 | $4,046-26.2% | $5,479-45.5% | $4,887-38.9% |