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 | $166,821 | $89,370+86.7% | $141,197+18.1% | $72,976+128.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.71% | 111.88%-86.2pp | 71.41%-45.7pp | 81.02%-55.3pp |
| Employer contribution / active EE | $6,291 | $3,115+101.9% | $4,736+32.8% | $2,440+157.8% |
| Participant deferral / active EE | $7,763 | $5,419+43.3% | $6,710+15.7% | $3,608+115.2% |
| Admin fee / account holder | $3,959 | $5,957-33.5% | $10,265-61.4% | $5,124-22.7% |