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 | $166,223 | $104,251+59.4% | $91,004+82.7% | $147,586+12.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.86% | 27.06%-17.2pp | 4.60%+5.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $8,375 | $3,116+168.8% | $2,456+241.0% | $4,876+71.7% |
| Participant deferral / active EE | $2,625 | $4,195-37.4% | $3,548-26.0% | $5,439-51.7% |
| Admin fee / account holder | $1,529 | $8,948-82.9% | $5,417-71.8% | $10,886-86.0% |