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 | $146,924 | $93,617+56.9% | $135,982+8.0% | $75,177+95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.46% | 30.89%-15.4pp | 68.32%-52.9pp | 160.75%-145.3pp |
| Employer contribution / active EE | $8,220 | $3,538+132.3% | $4,859+69.2% | $2,671+207.7% |
| Participant deferral / active EE | $8,829 | $6,406+37.8% | $7,760+13.8% | $4,126+114.0% |
| Admin fee / account holder | $2,410 | $6,980-65.5% | $10,767-77.6% | $5,651-57.4% |