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 | $177,838 | $81,358+118.6% | $155,556+14.3% | $80,959+119.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.22% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $11,543 | $3,106+271.6% | $4,675+146.9% | $2,757+318.7% |
| Participant deferral / active EE | $16,305 | $3,455+371.9% | $5,631+189.6% | $4,300+279.2% |
| Admin fee / account holder | $46,745 | $7,994+484.8% | $15,885+194.3% | $6,925+575.0% |