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 | $161,222 | $98,240+64.1% | $82,312+95.9% | $147,586+9.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.33% | 30.85%-16.5pp | 25.88%-11.5pp | 578.59%-564.3pp |
| Employer contribution / active EE | $5,333 | $3,192+67.1% | $2,428+119.6% | $4,876+9.4% |
| Participant deferral / active EE | $3,748 | $4,383-14.5% | $3,706+1.1% | $5,439-31.1% |
| Admin fee / account holder | $1,517 | $8,563-82.3% | $5,608-72.9% | $10,886-86.1% |