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 | $132,116 | $78,015+69.3% | $178,505-26.0% | $80,959+63.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 27.07% | 18.10%+9.0pp | 27.16%-0.1pp | 35.67%-8.6pp |
| Employer contribution / active EE | $7,968 | $2,281+249.2% | $3,955+101.4% | $2,757+189.0% |
| Participant deferral / active EE | $10,085 | $4,406+128.9% | $6,280+60.6% | $4,300+134.5% |
| Admin fee / account holder | $33,989 | $7,160+374.7% | $10,428+225.9% | $6,925+390.8% |