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 | $119,986 | $45,050+166.3% | $63,018+90.4% | $70,126+71.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.07% | 18.76%-3.7pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $4,126 | $2,052+101.1% | $2,761+49.5% | $2,343+76.1% |
| Participant deferral / active EE | $6,159 | $2,466+149.8% | $3,330+85.0% | $3,332+84.9% |
| Admin fee / account holder | $22,155 | $2,834+681.8% | $3,601+515.3% | $4,645+376.9% |