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 | $143,916 | $89,370+61.0% | $141,197+1.9% | $72,976+97.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.64% | 111.88%-89.2pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $7,436 | $3,115+138.7% | $4,736+57.0% | $2,440+204.7% |
| Participant deferral / active EE | $5,934 | $5,419+9.5% | $6,710-11.6% | $3,608+64.5% |
| Admin fee / account holder | $3,230 | $5,957-45.8% | $10,265-68.5% | $5,124-37.0% |