Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $151,054 | $98,240+53.8% | $82,313+83.5% | $147,585+2.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.55% | 30.85%-16.3pp | 25.88%-11.3pp | 578.57%-564.0pp |
| Employer contribution / active EE | $8,669 | $3,192+171.6% | $2,428+257.0% | $4,876+77.8% |
| Participant deferral / active EE | $6,687 | $4,383+52.6% | $3,706+80.4% | $5,439+23.0% |
| Admin fee / account holder | $4,919 | $8,563-42.6% | $5,608-12.3% | $10,885-54.8% |