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 | $122,610 | $93,589+31.0% | $135,942-9.8% | $75,181+63.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.32% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $5,521 | $3,537+56.1% | $4,858+13.7% | $2,671+106.7% |
| Participant deferral / active EE | $9,247 | $6,405+44.4% | $7,759+19.2% | $4,126+124.1% |
| Admin fee / account holder | $33,661 | $6,977+382.4% | $10,764+212.7% | $5,650+495.8% |