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 | $175,625 | $48,011+265.8% | $63,803+175.3% | $82,637+112.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.05% | 19.84%-7.8pp | 543.72%-531.7pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,578 | $1,904-17.1% | $2,532-37.7% | $2,552-38.2% |
| Participant deferral / active EE | $6,774 | $2,846+138.0% | $3,843+76.3% | $4,126+64.2% |
| Admin fee / account holder | $7,999 | $3,873+106.5% | $5,196+53.9% | $7,339+9.0% |