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 | $148,752 | $76,551+94.3% | $123,894+20.1% | $62,881+136.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.87% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $8,127 | $2,882+181.9% | $4,617+76.0% | $2,281+256.3% |
| Participant deferral / active EE | $9,987 | $4,840+106.4% | $5,984+66.9% | $3,203+211.8% |
| Admin fee / account holder | $107,814 | $4,826+2134.1% | $8,357+1190.1% | $4,296+2409.8% |