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 | $164,703 | $48,327+240.8% | $67,575+143.7% | $80,935+103.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.89% | 18.31%-3.4pp | 3528.98%-3514.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $5,867 | $2,022+190.1% | $2,736+114.5% | $2,757+112.8% |
| Participant deferral / active EE | $4,692 | $2,927+60.3% | $4,003+17.2% | $4,299+9.1% |
| Admin fee / account holder | $784 | $3,692-78.8% | $3,993-80.4% | $6,924-88.7% |