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 | $156,916 | $76,407+105.4% | $150,298+4.4% | $82,448+90.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,252 | $2,614-13.9% | $4,154-45.8% | $2,551-11.7% |
| Participant deferral / active EE | $4,196 | $3,214+30.5% | $5,453-23.1% | $4,139+1.4% |
| Admin fee / account holder | $100,221 | $6,352+1477.8% | $14,116+610.0% | $7,234+1285.3% |