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 | $170,654 | $113,338+50.6% | $94,993+79.6% | $147,586+15.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.47% | 20.80%-5.3pp | 27.14%-11.7pp | 578.59%-563.1pp |
| Employer contribution / active EE | $15,351 | $3,160+385.7% | $2,603+489.6% | $4,876+214.8% |
| Participant deferral / active EE | $3,414 | $3,777-9.6% | $3,317+2.9% | $5,439-37.2% |
| Admin fee / account holder | $3,188 | $6,063-47.4% | $4,960-35.7% | $10,886-70.7% |