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 | $151,456 | $72,177+109.8% | $115,037+31.7% | $59,633+154.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 4.48% | 12.02%-7.5pp | 26.14%-21.7pp | 2041.40%-2036.9pp |
| Employer contribution / active EE | $11,283 | $2,841+297.1% | $4,608+144.9% | $2,203+412.2% |
| Participant deferral / active EE | $11,243 | $4,783+135.1% | $6,026+86.6% | $3,192+252.3% |
| Admin fee / account holder | $20,443 | $4,927+314.9% | $8,175+150.1% | $4,297+375.7% |