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 | $161,873 | $71,197+127.4% | $93,669+72.8% | $80,925+100.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.40% | 11.27%+4.1pp | 133.59%-118.2pp | 35.65%-20.2pp |
| Employer contribution / active EE | $6,681 | $1,565+327.0% | $2,424+175.7% | $2,756+142.4% |
| Participant deferral / active EE | $7,654 | $4,036+89.7% | $4,416+73.3% | $4,299+78.0% |
| Admin fee / account holder | $2,096 | $6,959-69.9% | $8,291-74.7% | $6,940-69.8% |