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 | $152,897 | $81,233+88.2% | $155,567-1.7% | $80,874+89.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.73% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $6,331 | $3,101+104.2% | $4,674+35.4% | $2,756+129.7% |
| Participant deferral / active EE | $3,638 | $3,452+5.4% | $5,628-35.4% | $4,297-15.3% |
| Admin fee / account holder | $2,456 | $7,998-69.3% | $15,916-84.6% | $6,935-64.6% |