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 | $123,945 | $197,625-37.3% | $177,840-30.3% | $158,966-22.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.31% | 58.76%-41.5pp | 48.32%-31.0pp | 302.95%-285.6pp |
| Employer contribution / active EE | $13,634 | $6,698+103.6% | $5,919+130.4% | $4,762+186.3% |
| Participant deferral / active EE | $3,976 | $8,405-52.7% | $7,714-48.4% | $5,983-33.5% |
| Admin fee / account holder | $52,579 | $15,405+241.3% | $12,431+323.0% | $11,250+367.4% |