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 | $175,531 | $69,274+153.4% | $64,097+173.9% | $139,487+25.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.64% | 46.00%-32.4pp | 33.75%-20.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $6,534 | $3,187+105.0% | $2,750+137.6% | $4,755+37.4% |
| Participant deferral / active EE | $10,858 | $4,685+131.8% | $3,881+179.8% | $6,713+61.8% |
| Admin fee / account holder | $2,052 | $4,247-51.7% | $3,070-33.1% | $11,407-82.0% |