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 | $123,286 | $84,236+46.4% | $170,435-27.7% | $70,126+75.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.94%-189.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $8,671 | $3,387+156.0% | $5,432+59.6% | $2,343+270.1% |
| Participant deferral / active EE | $8,478 | $3,086+174.8% | $4,939+71.6% | $3,332+154.5% |
| Admin fee / account holder | $2,114 | $5,698-62.9% | $13,881-84.8% | $4,645-54.5% |