Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $126,699 | $81,276+55.9% | $155,574-18.6% | $80,925+56.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.96% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $6,449 | $3,103+107.8% | $4,676+37.9% | $2,756+134.0% |
| Participant deferral / active EE | $5,777 | $3,453+67.3% | $5,629+2.6% | $4,299+34.4% |
| Admin fee / account holder | $40,842 | $7,993+410.9% | $15,914+156.6% | $6,940+488.5% |