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 | $136,118 | $46,877+190.4% | $122,354+11.2% | $70,124+94.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.28%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $6,129 | $1,288+375.7% | $4,051+51.3% | $2,342+161.6% |
| Participant deferral / active EE | $5,142 | $2,167+137.3% | $3,287+56.4% | $3,332+54.3% |
| Admin fee / account holder | $3,054 | $3,324-8.1% | $5,479-44.3% | $4,645-34.3% |