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 | $154,611 | $71,215+117.1% | $93,696+65.0% | $80,935+91.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.85% | 11.27%-0.4pp | 133.74%-122.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $6,522 | $1,565+316.7% | $2,422+169.3% | $2,757+136.6% |
| Participant deferral / active EE | $5,583 | $4,037+38.3% | $4,417+26.4% | $4,299+29.9% |
| Admin fee / account holder | $2,497 | $6,958-64.1% | $8,287-69.9% | $6,924-63.9% |