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 | $149,754 | $102,632+45.9% | $81,988+82.7% | $158,950-5.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.06% | 61.05%-45.0pp | 41.31%-25.3pp | 302.91%-286.8pp |
| Employer contribution / active EE | $5,105 | $3,241+57.5% | $2,498+104.4% | $4,762+7.2% |
| Participant deferral / active EE | $7,702 | $4,649+65.7% | $3,722+106.9% | $5,983+28.7% |
| Admin fee / account holder | $7,611 | $8,237-7.6% | $5,665+34.4% | $11,248-32.3% |