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 | $149,905 | $107,733+39.1% | $92,985+61.2% | $154,746-3.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.09% | 30.39%-11.3pp | 27.99%-8.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $19,624 | $3,126+527.7% | $2,662+637.1% | $4,379+348.1% |
| Participant deferral / active EE | $8,169 | $5,053+61.7% | $4,377+86.7% | $6,730+21.4% |
| Admin fee / account holder | $266,320 | $11,369+2242.5% | $9,463+2714.3% | $14,365+1753.9% |