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 | $121,536 | $81,358+49.4% | $155,556-21.9% | $80,959+50.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.85% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $7,195 | $3,106+131.6% | $4,675+53.9% | $2,757+160.9% |
| Participant deferral / active EE | $4,417 | $3,455+27.8% | $5,631-21.5% | $4,300+2.7% |
| Admin fee / account holder | $56,299 | $7,994+604.3% | $15,885+254.4% | $6,925+712.9% |