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 | $123,364 | $93,598+31.8% | $135,974-9.3% | $75,173+64.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.50% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,918 | $3,538-17.5% | $4,859-39.9% | $2,671+9.3% |
| Participant deferral / active EE | $9,723 | $6,405+51.8% | $7,760+25.3% | $4,126+135.6% |
| Admin fee / account holder | $1,598 | $6,978-77.1% | $10,767-85.2% | $5,651-71.7% |