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 | $145,096 | $101,063+43.6% | $81,473+78.1% | $147,586-1.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.39% | 32.41%-15.0pp | 38.78%-21.4pp | 578.59%-561.2pp |
| Employer contribution / active EE | $7,232 | $3,206+125.6% | $2,568+181.6% | $4,876+48.3% |
| Participant deferral / active EE | $4,484 | $4,242+5.7% | $3,537+26.8% | $5,439-17.5% |
| Admin fee / account holder | $1,523 | $5,812-73.8% | $4,561-66.6% | $10,886-86.0% |