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 | $162,088 | $102,938+57.5% | $94,105+72.2% | $138,895+16.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 12.35% | 250.28%-237.9pp | 204.55%-192.2pp | 145.39%-133.0pp |
| Employer contribution / active EE | $12,011 | $2,732+339.7% | $2,504+379.6% | $4,194+186.4% |
| Participant deferral / active EE | $6,504 | $4,196+55.0% | $3,881+67.6% | $6,396+1.7% |
| Admin fee / account holder | $11,427 | $6,600+73.1% | $6,199+84.3% | $12,562-9.0% |