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 | $153,650 | $58,311+163.5% | $81,882+87.6% | $80,959+89.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 17.05% | 41.85%-24.8pp | 779.47%-762.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $4,459 | $2,347+90.0% | $2,916+52.9% | $2,757+61.7% |
| Participant deferral / active EE | $7,424 | $3,287+125.8% | $4,323+71.7% | $4,300+72.6% |
| Admin fee / account holder | $5,693 | $4,752+19.8% | $7,360-22.6% | $6,925-17.8% |