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 | $157,514 | $90,486+74.1% | $78,676+100.2% | $273,972-42.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $10,875 | $3,175+242.5% | $2,850+281.6% | $4,869+123.4% |
| Participant deferral / active EE | $10,201 | $3,901+161.5% | $3,517+190.1% | $5,287+92.9% |
| Admin fee / account holder | $14,114 | $5,263+168.2% | $4,510+212.9% | $10,133+39.3% |