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 | $156,118 | $55,684+180.4% | $75,900+105.7% | $72,976+113.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.46% | 27.60%-5.1pp | 30.73%-8.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $7,142 | $1,687+323.4% | $2,501+185.6% | $2,440+192.7% |
| Participant deferral / active EE | $11,948 | $2,634+353.6% | $3,604+231.5% | $3,608+231.2% |
| Admin fee / account holder | $1,980 | $3,981-50.3% | $5,421-63.5% | $5,124-61.4% |