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 | $158,294 | $78,428+101.8% | $95,960+65.0% | $79,852+98.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.01% | 19.37%-5.4pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $9,682 | $1,945+397.7% | $2,541+281.0% | $2,471+291.8% |
| Participant deferral / active EE | $4,278 | $3,440+24.4% | $4,167+2.7% | $3,740+14.4% |
| Admin fee / account holder | $1,182 | $5,622-79.0% | $6,797-82.6% | $5,306-77.7% |