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 | $174,360 | $98,766+76.5% | $149,730+16.4% | $79,852+118.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.82% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $2,580 | $3,217-19.8% | $4,645-44.5% | $2,471+4.4% |
| Participant deferral / active EE | $8,720 | $5,681+53.5% | $6,843+27.4% | $3,740+133.1% |
| Admin fee / account holder | $3,813 | $6,052-37.0% | $9,310-59.0% | $5,306-28.1% |