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 | $139,025 | $42,383+228.0% | $76,518+81.7% | $64,173+116.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 29.44% | -16.54%+46.0pp | -0.27%+29.7pp | 7.63%+21.8pp |
| Employer contribution / active EE | $6,863 | $1,563+339.0% | $2,647+159.2% | $2,381+188.2% |
| Participant deferral / active EE | $6,413 | $2,566+149.9% | $3,836+67.2% | $3,470+84.8% |
| Admin fee / account holder | $16,479 | $3,198+415.3% | $4,849+239.9% | $4,887+237.2% |