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 | $167,397 | $114,013+46.8% | $103,693+61.4% | $155,188+7.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.92% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $8,097 | $3,131+158.6% | $2,920+177.3% | $4,248+90.6% |
| Participant deferral / active EE | $5,507 | $4,970+10.8% | $4,579+20.3% | $6,531-15.7% |
| Admin fee / account holder | $1,416 | $8,407-83.2% | $7,858-82.0% | $14,480-90.2% |