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 | $169,973 | $75,959+123.8% | $154,114+10.3% | $64,181+164.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.04% | 30.32%-21.3pp | 735.16%-726.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $4,679 | $3,350+39.7% | $5,298-11.7% | $2,381+96.5% |
| Participant deferral / active EE | $5,254 | $3,175+65.5% | $5,081+3.4% | $3,470+51.4% |
| Admin fee / account holder | $1,870 | $5,589-66.5% | $13,411-86.1% | $4,887-61.7% |