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 | $155,675 | $77,472+100.9% | $100,392+55.1% | $80,935+92.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.98% | 37.26%-21.3pp | 49.45%-33.5pp | 35.66%-19.7pp |
| Employer contribution / active EE | $8,706 | $2,800+210.9% | $3,941+120.9% | $2,757+215.8% |
| Participant deferral / active EE | $7,944 | $6,818+16.5% | $8,090-1.8% | $4,299+84.8% |
| Admin fee / account holder | $16,138 | $5,885+174.2% | $7,904+104.2% | $6,924+133.1% |