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 | $150,785 | $89,370+68.7% | $141,197+6.8% | $72,976+106.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.28% | 111.88%-81.6pp | 71.41%-41.1pp | 81.02%-50.7pp |
| Employer contribution / active EE | $3,611 | $3,115+15.9% | $4,736-23.8% | $2,440+48.0% |
| Participant deferral / active EE | $7,679 | $5,419+41.7% | $6,710+14.4% | $3,608+112.8% |
| Admin fee / account holder | $10,951 | $5,957+83.8% | $10,265+6.7% | $5,124+113.7% |