Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $126,946 | $99,053+28.2% | $88,179+44.0% | $138,895-8.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.44% | 78.17%-60.7pp | 64.97%-47.5pp | 145.39%-128.0pp |
| Employer contribution / active EE | $5,486 | $2,882+90.3% | $2,549+115.2% | $4,194+30.8% |
| Participant deferral / active EE | $14,234 | $5,225+172.4% | $4,614+208.5% | $6,396+122.5% |
| Admin fee / account holder | $37,078 | $8,748+323.8% | $7,673+383.2% | $12,562+195.2% |