Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $173,475 | $88,672+95.6% | $105,223+64.9% | $82,448+110.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.88% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $9,317 | $3,048+205.7% | $3,689+152.6% | $2,551+265.2% |
| Participant deferral / active EE | $10,705 | $4,036+165.2% | $5,072+111.1% | $4,139+158.6% |
| Admin fee / account holder | $14,668 | $7,146+105.3% | $8,859+65.6% | $7,234+102.8% |