Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,753 | $105,856+43.4% | $90,161+68.3% | $147,586+2.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.34% | 37.63%-18.3pp | 34.89%-15.5pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,873 | $4,126-54.6% | $3,318-43.6% | $4,876-61.6% |
| Participant deferral / active EE | $9,000 | $5,733+57.0% | $5,287+70.2% | $5,439+65.5% |
| Admin fee / account holder | $1,224 | $8,046-84.8% | $5,943-79.4% | $10,886-88.8% |