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 | $147,978 | $106,280+39.2% | $96,538+53.3% | $139,487+6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.32% | 38.48%-27.2pp | 35.74%-24.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $5,099 | $4,107+24.2% | $3,740+36.3% | $4,755+7.2% |
| Participant deferral / active EE | $19,119 | $5,457+250.4% | $4,880+291.7% | $6,713+184.8% |
| Admin fee / account holder | $91,768 | $7,888+1063.4% | $6,737+1262.1% | $11,407+704.5% |