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 | $148,411 | $105,856+40.2% | $90,161+64.6% | $147,585+0.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.99% | 37.63%-19.6pp | 34.89%-16.9pp | 578.58%-560.6pp |
| Employer contribution / active EE | $1,098 | $4,126-73.4% | $3,318-66.9% | $4,876-77.5% |
| Participant deferral / active EE | $2,188 | $5,733-61.8% | $5,287-58.6% | $5,439-59.8% |
| Admin fee / account holder | $4,354 | $8,046-45.9% | $5,943-26.7% | $10,886-60.0% |