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 | $135,487 | $88,672+52.8% | $105,223+28.8% | $82,448+64.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.62% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,486 | $3,048+47.2% | $3,689+21.6% | $2,551+75.9% |
| Participant deferral / active EE | $4,574 | $4,036+13.3% | $5,072-9.8% | $4,139+10.5% |
| Admin fee / account holder | $6,836 | $7,146-4.3% | $8,859-22.8% | $7,234-5.5% |