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 | $138,806 | $72,027+92.7% | $185,861-25.3% | $79,856+73.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.87% | 23.13%-5.3pp | 35.96%-18.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $13,420 | $1,965+582.9% | $4,088+228.3% | $2,471+443.0% |
| Participant deferral / active EE | $16,321 | $3,780+331.8% | $5,634+189.7% | $3,741+336.3% |
| Admin fee / account holder | $3,571 | $4,513-20.9% | $9,503-62.4% | $5,306-32.7% |