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 | $156,654 | $81,276+92.7% | $155,574+0.7% | $80,925+93.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.41% | 33.36%-15.9pp | 64.87%-47.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $6,570 | $3,103+111.7% | $4,676+40.5% | $2,756+138.4% |
| Participant deferral / active EE | $7,782 | $3,453+125.4% | $5,629+38.2% | $4,299+81.0% |
| Admin fee / account holder | $1,250 | $7,993-84.4% | $15,914-92.1% | $6,940-82.0% |